JFG
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Jefferies Financial Group’s Thomson Reuters TRI Stock Holding History

Jefferies Financial Group’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 		$1.57M Buy
+17,230
New +$1.82M 0.01% 730
2024
Q4 		– Sell
-7,286
Closed -$1.26M – 1859
2024
Q3 		$1.26M Sell
7,286
-12,602
-63% -$2.13M 0.01% 725
2024
Q2 		$3.41M Buy
+19,888
New +$3.3M 0.04% 401

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Jefferies Financial Group's TRI Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Thomson Reuters (TRI) in Q1 2026: 985 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in TRI as recently as Q2 2025.

Jefferies Financial Group first reported a position in TRI in Q4 2022 and has held it in 5 quarters since. The position peaked at $18.9M in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Jefferies Financial Group held 985 shares of Thomson Reuters worth $90K as of Q1 2026.
  • Thomson Reuters was a new Jefferies Financial Group position in Q1 2026.
  • Thomson Reuters made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1608 holding.
  • Jefferies Financial Group first reported a position in Thomson Reuters in Q4 2022 and has held it in 5 quarters since.
  • Jefferies Financial Group's Thomson Reuters position peaked at $18.9M in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.