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Dorsey & Whitney Trust’s Thomson Reuters TRI Stock Holding History

Dorsey & Whitney Trust’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
2025
Q4 		– Sell
-1,453
Closed -$229K – 732
2025
Q3 		$229K Buy
1,453
+61
+4% +$11.4K 0.01% 618
2025
Q2 		$284K Buy
1,392
+61
+5% +$11.6K 0.02% 549
2025
Q1 		$234K Buy
1,331
+3
+0.2% +$518 0.01% 594
2024
Q4 		$216K Sell
1,328
-8
-0.6% -$1.35K 0.01% 624
2024
Q3 		$232K Sell
1,336
-30
-2% -$5.06K 0.01% 603
2024
Q2 		$234K Hold
1,366
– – 0.02% 549
2024
Q1 		$216K Hold
1,366
– – 0.01% 581
2023
Q4 		$203K Buy
+1,366
New +$185K 0.02% 575

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Dorsey & Whitney Trust's TRI Position: Q4 2025 in Review

Dorsey & Whitney Trust sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,453 shares — an estimated $229K sold.

Dorsey & Whitney Trust first reported a position in TRI in Q4 2023 and held it in 8 quarters. The position peaked at $284K in Q2 2025. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Dorsey & Whitney Trust reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 1,453 Thomson Reuters shares in Q4 2025, an estimated $229K.
  • Dorsey & Whitney Trust first reported a position in Thomson Reuters in Q4 2023 and held it in 8 quarters.
  • Dorsey & Whitney Trust's Thomson Reuters position peaked at $284K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2025, filed 11 Feb 2026.