FORA Capital’s Thomson Reuters TRI Stock Holding History

FORA Capital’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 Q1	$1.14M	Buy	+12,457	New	+$1.31M	0.08%	224
2025 Q4	–	Sell	-10,342	Closed	-$1.63M	–	653
2025 Q3	$1.63M	Buy	+10,342	New	+$1.93M	0.29%	84
2024 Q3	–	Sell	-10,209	Closed	-$1.75M	–	579
2024 Q2	$1.75M	Buy	10,209 +6,354	+165%	+$1.05M	0.21%	153
2024 Q1	$610K	Buy	+3,855	New	+$600K	0.05%	298
2023 Q4	–	Sell	-5,631	Closed	-$700K	–	647
2023 Q3	$700K	Buy	+5,631	New	+$742K	0.06%	292
2023 Q1	–	Sell	-5,856	Closed	-$704K	–	700
2022 Q4	$704K	Buy	+5,856	New	+$675K	0.11%	215
2021 Q4	–	Sell	-3,017	Closed	-$351K	–	465
2021 Q3	$351K	Buy	+3,017	New	+$352K	0.09%	252
2021 Q2	–	Sell	-4,009	Closed	-$370K	–	1153
2021 Q1	$370K	Buy	4,009 +2,028	+102%	+$180K	0.12%	195
2020 Q4	$171K	Buy	1,981 +1,785	+911%	+$153K	0.03%	547
2020 Q3	$17K	Sell	196 -47	-19%	-$3.66K	0.01%	609
2020 Q2	$17K	Sell	243 -6,901	-97%	-$499K	0.01%	836
2020 Q1	$511K	Buy	7,144 +5,051	+241%	+$394K	0.11%	238
2019 Q4	$158K	Buy	+2,093	New	+$152K	0.02%	670

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

FORA Capital's TRI Position: Q1 2026 in Review

FORA Capital opened a new position in Thomson Reuters (TRI) in Q1 2026: 12,457 shares worth $1.14M. The stake represents 0.08% of the portfolio and ranks #224 among its holdings. This is a return to the name: FORA Capital previously reported a position in TRI as recently as Q3 2025.

FORA Capital first reported a position in TRI in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.75M in Q2 2024. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

FORA Capital held 12,457 shares of Thomson Reuters worth $1.14M as of Q1 2026.
Thomson Reuters was a new FORA Capital position in Q1 2026.
Thomson Reuters made up 0.08% of FORA Capital's portfolio in Q1 2026, its #224 holding.
FORA Capital first reported a position in Thomson Reuters in Q4 2019 and has held it in 13 quarters since.
FORA Capital's Thomson Reuters position peaked at $1.75M in Q2 2024.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.