GT
TRI icon

Greenleaf Trust’s Thomson Reuters TRI Stock Holding History

Greenleaf 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
2026
Q1 		– Sell
-7,214
Closed -$966K – 856
2025
Q4 		$966K Buy
7,214
+173
+2% +$25.1K 0.01% 341
2025
Q3 		$1.11M Hold
7,041
– – 0.01% 300
2025
Q2 		$1.44M Buy
7,041
+349
+5% +$66.5K 0.01% 252
2025
Q1 		$1.17M Buy
6,692
+8
+0.1% +$1.38K 0.01% 288
2024
Q4 		$1.09M Hold
6,684
– – 0.01% 301
2024
Q3 		$1.16M Hold
6,684
– – 0.01% 301
2024
Q2 		$1.14M Hold
6,684
– – 0.01% 278
2024
Q1 		$1.06M Buy
6,684
+11
+0.2% +$1.71K 0.01% 291
2023
Q4 		$991K Buy
6,673
+9
+0.1% +$1.22K 0.01% 298
2023
Q3 		$828K Sell
6,664
-3
-0% -$395 0.01% 305
2023
Q2 		$914K Hold
6,667
– – 0.01% 304
2023
Q1 		$914K Hold
6,667
– – 0.01% 301
2022
Q4 		$801K Sell
6,667
-63
-0.9% -$7.26K 0.01% 323
2022
Q3 		$728K Sell
6,730
-67
-1% -$7.77K 0.01% 297
2022
Q2 		$746K Buy
6,797
+145
+2% +$15.4K 0.01% 289
2022
Q1 		$763K Hold
6,652
– – 0.01% 305
2021
Q4 		$838K Hold
6,652
– – 0.01% 289
2021
Q3 		$774K Hold
6,652
– – 0.01% 281
2021
Q2 		$696K Hold
6,652
– – 0.01% 311
2021
Q1 		$614K Buy
+6,652
New +$592K 0.01% 323
2018
Q1 		– Sell
-5,081
Closed -$257K – 648
2017
Q4 		$257K Hold
5,081
– – 0.01% 374
2017
Q3 		$271K Buy
+5,081
New +$271K 0.01% 336

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
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
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Greenleaf Trust's TRI Position: Q1 2026 in Review

Greenleaf Trust sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 7,214 shares — an estimated $966K sold.

Greenleaf Trust first reported a position in TRI in Q3 2017 and held it in 22 quarters. The position peaked at $1.44M in Q2 2025. 472 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Greenleaf Trust reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Greenleaf Trust sold 7,214 Thomson Reuters shares in Q1 2026, an estimated $966K.
  • Greenleaf Trust first reported a position in Thomson Reuters in Q3 2017 and held it in 22 quarters.
  • Greenleaf Trust's Thomson Reuters position peaked at $1.44M in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.