IEQ Capital’s Thomson Reuters TRI Stock Holding History

IEQ 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 Q2	$238K	Sell	2,917 -1,983	-40%	-$173K	﹤0.01%	1752
2026 Q1	$448K	Sell	4,900 -2,653	-35%	-$280K	﹤0.01%	1358
2025 Q4	$1.01M	Buy	7,553 +3,235	+75%	+$468K	﹤0.01%	1039
2025 Q3	$681K	Buy	4,318 +1,431	+50%	+$267K	﹤0.01%	1167
2025 Q2	$590K	Buy	2,887 +1,358	+89%	+$259K	﹤0.01%	1091
2025 Q1	$268K	Sell	1,529 -23	-1%	-$3.97K	﹤0.01%	1234
2024 Q4	$253K	Sell	1,552 -65	-4%	-$10.9K	﹤0.01%	1092
2024 Q3	$280K	Buy	1,617 +216	+15%	+$36.5K	﹤0.01%	948
2024 Q2	$240K	Sell	1,401 -141	-9%	-$23.4K	﹤0.01%	861
2024 Q1	$244K	Buy	1,542 +78	+5%	+$12.1K	﹤0.01%	822
2023 Q4	$217K	Buy	+1,464	New	+$198K	﹤0.01%	818

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

IEQ Capital's TRI Position: Q2 2026 in Review

IEQ Capital reduced its Thomson Reuters (TRI) stake by 40% in Q2 2026, selling an estimated $173K and leaving 2,917 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

IEQ Capital first reported a position in TRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

IEQ Capital held 2,917 shares of Thomson Reuters worth $238K as of Q2 2026.
IEQ Capital sold 1,983 Thomson Reuters shares in Q2 2026, an estimated $173K.
Thomson Reuters made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1752 holding.
IEQ Capital first reported a position in Thomson Reuters in Q4 2023 and has held it in 11 quarters since.
IEQ Capital's Thomson Reuters position peaked at $1.01M in Q4 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.