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Evergreen Capital Management’s Thomson Reuters TRI Stock Holding History

Evergreen Capital 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
Q2 		– Sell
-3,693
Closed -$338K – 1668
2026
Q1 		$338K Sell
3,693
-1,961
-35% -$207K 0.01% 1037
2025
Q4 		$757K Buy
5,654
+99
+2% +$14.3K 0.02% 551
2025
Q3 		$876K Sell
5,555
-77
-1% -$14.4K 0.02% 439
2025
Q2 		$1.15M Buy
5,632
+43
+0.8% +$8.19K 0.03% 339
2025
Q1 		$981K Hold
5,589
– – 0.03% 336
2024
Q4 		$910K Buy
5,589
+111
+2% +$18.7K 0.03% 356
2024
Q3 		$949K Buy
5,478
+39
+0.7% +$6.58K 0.03% 334
2024
Q2 		$931K Buy
5,439
+38
+0.7% +$6.3K 0.03% 319
2024
Q1 		$855K Buy
5,401
+13
+0.2% +$2.02K 0.03% 316
2023
Q4 		$800K Buy
5,388
+1,458
+37% +$197K 0.03% 314
2023
Q3 		$488K Sell
3,930
-97
-2% -$12.8K 0.02% 403
2023
Q2 		$552K Buy
4,027
+26
+0.6% +$3.49K 0.02% 373
2023
Q1 		$549K Buy
4,001
+70
+2% +$8.93K 0.02% 364
2022
Q4 		$472K Buy
3,931
+421
+12% +$48.5K 0.02% 379
2022
Q3 		$379K Buy
3,510
+436
+14% +$50.5K 0.02% 397
2022
Q2 		$337K Buy
3,074
+95
+3% +$10.1K 0.02% 397
2022
Q1 		$342K Buy
2,979
+187
+7% +$20.9K 0.01% 451
2021
Q4 		$352K Buy
2,792
+114
+4% +$14.2K 0.01% 435
2021
Q3 		$312K Buy
2,678
+509
+23% +$59.3K 0.01% 427
2021
Q2 		$227K Buy
+2,169
New +$217K 0.01% 478

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Evergreen Capital Management's TRI Position: Q2 2026 in Review

Evergreen Capital Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 3,693 shares — an estimated $338K sold.

Evergreen Capital Management first reported a position in TRI in Q2 2021 and held it in 20 quarters. The position peaked at $1.15M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Evergreen Capital Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 3,693 Thomson Reuters shares in Q2 2026, an estimated $338K.
  • Evergreen Capital Management first reported a position in Thomson Reuters in Q2 2021 and held it in 20 quarters.
  • Evergreen Capital Management's Thomson Reuters position peaked at $1.15M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.