HM Payson & Co’s Thomson Reuters TRI Stock Holding History

HM Payson & Co’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	-473	Closed	-$63.3K	–	1215
2025 Q4	$63.3K	Hold	473	–	–	﹤0.01%	647
2025 Q3	$74.6K	Hold	473	–	–	﹤0.01%	609
2025 Q2	$96.5K	Hold	473	–	–	﹤0.01%	537
2025 Q1	$82.9K	Hold	473	–	–	﹤0.01%	552
2024 Q4	$77K	Hold	473	–	–	﹤0.01%	574
2024 Q3	$81.9K	Hold	473	–	–	﹤0.01%	553
2024 Q2	$80.9K	Hold	473	–	–	﹤0.01%	530
2024 Q1	$74.8K	Hold	473	–	–	﹤0.01%	544
2023 Q4	$70.2K	Hold	473	–	–	﹤0.01%	543
2023 Q3	$58.7K	Hold	473	–	–	﹤0.01%	556
2023 Q2	$64.8K	Hold	473	–	–	﹤0.01%	541
2023 Q1	$64.8K	Hold	473	–	–	﹤0.01%	535
2022 Q4	$56.8K	Hold	473	–	–	﹤0.01%	541
2022 Q3	$51K	Hold	473	–	–	﹤0.01%	568
2022 Q2	$52K	Hold	473	–	–	﹤0.01%	572
2022 Q1	$54K	Hold	473	–	–	﹤0.01%	589
2021 Q4	$60K	Hold	473	–	–	﹤0.01%	578
2021 Q3	$55K	Hold	473	–	–	﹤0.01%	578
2021 Q2	$49K	Hold	473	–	–	﹤0.01%	589
2021 Q1	$44K	Buy	+473	New	+$42.1K	﹤0.01%	626

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

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

TFHU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

HM Payson & Co's TRI Position: Q1 2026 in Review

HM Payson & Co sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 473 shares — an estimated $63.3K sold.

HM Payson & Co first reported a position in TRI in Q1 2021 and held it in 20 quarters. The position peaked at $96.5K in Q2 2025. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

HM Payson & Co reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 473 Thomson Reuters shares in Q1 2026, an estimated $63.3K.
HM Payson & Co first reported a position in Thomson Reuters in Q1 2021 and held it in 20 quarters.
HM Payson & Co's Thomson Reuters position peaked at $96.5K in Q2 2025.
471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.