Catalyst Funds Management’s Thomson Reuters TRI Stock Holding History

Catalyst Funds Management’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 Q3	–	Sell	-4,800	Closed	-$392K	–	820
2026 Q2	$392K	Buy	+4,800	New	+$419K	0.02%	442
2025 Q3	–	Sell	-29,133	Closed	-$5.95M	–	655
2025 Q2	$5.95M	Buy	29,133 +12,395	+74%	+$2.36M	1.64%	6
2025 Q1	$2.94M	Buy	+16,738	New	+$2.89M	0.77%	26

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $30.1B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $766M AUM 17.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Funds Management's TRI Position: Q3 2026 in Review

Catalyst Funds Management sold out of Thomson Reuters (TRI) in Q3 2026, closing a stake of 4,800 shares — an estimated $392K sold.

Catalyst Funds Management first reported a position in TRI in Q1 2025 and held it in 3 quarters. The position peaked at $5.95M in Q2 2025. 402 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

Catalyst Funds Management reported no remaining Thomson Reuters position as of Q3 2026 after selling out during the quarter.
Catalyst Funds Management sold 4,800 Thomson Reuters shares in Q3 2026, an estimated $392K.
Catalyst Funds Management first reported a position in Thomson Reuters in Q1 2025 and held it in 3 quarters.
Catalyst Funds Management's Thomson Reuters position peaked at $5.95M in Q2 2025.
402 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Catalyst Funds Management's 13F filing for Q3 2026, filed 12 Nov 2026.