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J. Safra Asset Management’s Thomson Reuters TRI Stock Holding History

J. Safra Asset 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
2026
Q1 		– Sell
-415
Closed -$55.7K – 668
2025
Q4 		$55.7K Buy
+415
New +$60.1K ﹤0.01% 276

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

J. Safra Asset Management's TRI Position: Q1 2026 in Review

J. Safra Asset Management sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 415 shares — an estimated $55.7K sold.

J. Safra Asset Management first reported a position in TRI in Q4 2025 and held it in 1 quarter. The position peaked at $55.7K in Q4 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • J. Safra Asset Management reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 415 Thomson Reuters shares in Q1 2026, an estimated $55.7K.
  • J. Safra Asset Management first reported a position in Thomson Reuters in Q4 2025 and held it in 1 quarter.
  • J. Safra Asset Management's Thomson Reuters position peaked at $55.7K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.