Capstone Investment Advisors
TRI icon

Capstone Investment Advisors’s Thomson Reuters TRI Stock Holding History

Capstone Investment Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,383
Closed -$453K – 1850
2025
Q4 		$453K Sell
3,383
-2,755
-45% -$399K ﹤0.01% 1180
2025
Q3 		$968K Buy
+6,138
New +$1.15M ﹤0.01% 1046
2024
Q3 		– Sell
-1,729
Closed -$296K – 2205
2024
Q2 		$296K Sell
1,729
-8,110
-82% -$1.34M ﹤0.01% 1585
2024
Q1 		$1.56M Buy
+9,839
New +$1.53M 0.01% 901
2018
Q4 		– Sell
-30,159
Closed -$1.6M – 1361
2018
Q3 		$1.6M Buy
+30,159
New +$1.51M 0.02% 485

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Capstone Investment Advisors's TRI Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 3,383 shares — an estimated $453K sold.

Capstone Investment Advisors first reported a position in TRI in Q3 2018 and held it in 5 quarters. The position peaked at $1.6M in Q3 2018. 470 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,383 Thomson Reuters shares in Q1 2026, an estimated $453K.
  • Capstone Investment Advisors first reported a position in Thomson Reuters in Q3 2018 and held it in 5 quarters.
  • Capstone Investment Advisors's Thomson Reuters position peaked at $1.6M in Q3 2018.
  • 470 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.