Ethic Inc’s Thomson Reuters TRI Stock Holding History

Ethic Inc’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 Q2	$633K	Buy	7,755 +3,287	+74%	+$287K	0.01%	860
2026 Q1	$408K	Buy	4,468 +1,449	+48%	+$153K	0.01%	941
2025 Q4	$404K	Buy	3,019 +540	+22%	+$78.2K	0.01%	917
2025 Q3	$391K	Buy	2,479 +1,400	+130%	+$261K	0.01%	916
2025 Q2	$217K	Buy	+1,079	New	+$205K	﹤0.01%	1089
2024 Q3	–	Sell	-6,437	Closed	-$1.1M	–	1175
2024 Q2	$1.1M	Buy	+6,437	New	+$1.07M	0.03%	537
2021 Q3	–	Sell	-8,051	Closed	-$843K	–	652
2021 Q2	$843K	Buy	8,051 +1,675	+26%	+$168K	0.1%	245
2021 Q1	$588K	Buy	6,376 +2,566	+67%	+$228K	0.1%	245
2020 Q4	$329K	Buy	+3,810	New	+$326K	0.09%	290

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ethic Inc's TRI Position: Q2 2026 in Review

Ethic Inc increased its Thomson Reuters (TRI) stake by 74% in Q2 2026, buying an estimated $287K and bringing the position to 7,755 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #860.

Ethic Inc first reported a position in TRI in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.1M in Q2 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Ethic Inc held 7,755 shares of Thomson Reuters worth $633K as of Q2 2026.
Ethic Inc bought 3,287 Thomson Reuters shares in Q2 2026, an estimated $287K.
Thomson Reuters made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #860 holding.
Ethic Inc first reported a position in Thomson Reuters in Q4 2020 and has held it in 9 quarters since.
Ethic Inc's Thomson Reuters position peaked at $1.1M in Q2 2024.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.