DR
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Davis Rea’s Thomson Reuters TRI Stock Holding History

Davis Rea’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 		$11.1M Sell
114,455
-9,557
-8% -$946K 2.94% 12
2026
Q2 		$10.1M Sell
124,012
-87
-0.1% -$7.6K 2.89% 12
2026
Q1 		$11.3M Buy
+124,099
New +$13.1M 2.96% 12

Other funds holding TRI

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

Davis Rea's TRI Position: Q3 2026 in Review

Davis Rea reduced its Thomson Reuters (TRI) stake by 7.7% in Q3 2026, selling an estimated $946K and leaving 114,455 shares worth $11.1M. The position accounts for 2.94% of the portfolio, ranked #12.

Davis Rea first reported a position in TRI in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.3M in Q1 2026. 53 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Davis Rea held 114,455 shares of Thomson Reuters worth $11.1M as of Q3 2026.
  • Davis Rea sold 9,557 Thomson Reuters shares in Q3 2026, an estimated $946K.
  • Thomson Reuters made up 2.94% of Davis Rea's portfolio in Q3 2026, its #12 holding.
  • Davis Rea first reported a position in Thomson Reuters in Q1 2026 and has held it in 3 quarters since.
  • Davis Rea's Thomson Reuters position peaked at $11.3M in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.