IMS Capital Management’s Thomson Reuters TRI Stock Holding History

IMS 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
2025 Q3	$445K	Sell	2,824 -270	-9%	-$50.4K	0.21%	86
2025 Q2	$632K	Hold	3,094	–	–	0.3%	74
2025 Q1	$543K	Hold	3,094	–	–	0.27%	76
2024 Q4	$504K	Sell	3,094 -99	-3%	-$16.7K	0.23%	87
2024 Q3	$553K	Hold	3,193	–	–	0.25%	85
2024 Q2	$531K	Buy	3,193 +857	+37%	+$142K	0.25%	85
2024 Q1	$370K	Buy	+2,336	New	+$363K	0.17%	98

Other funds holding TRI

TWC

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFC

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

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

IMS Capital Management's TRI Position: Q3 2025 in Review

IMS Capital Management reduced its Thomson Reuters (TRI) stake by 8.7% in Q3 2025, selling an estimated $50.4K and leaving 2,824 shares worth $445K. The position accounts for 0.21% of the portfolio, ranked #86.

IMS Capital Management first reported a position in TRI in Q1 2024 and has held it in 7 quarters since. The position peaked at $632K in Q2 2025. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

IMS Capital Management held 2,824 shares of Thomson Reuters worth $445K as of Q3 2025.
IMS Capital Management sold 270 Thomson Reuters shares in Q3 2025, an estimated $50.4K.
Thomson Reuters made up 0.21% of IMS Capital Management's portfolio in Q3 2025, its #86 holding.
IMS Capital Management first reported a position in Thomson Reuters in Q1 2024 and has held it in 7 quarters since.
IMS Capital Management's Thomson Reuters position peaked at $632K in Q2 2025.
522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.