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KDT Advisors’s Thomson Reuters TRI Stock Holding History

KDT Advisors’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 		$245K Buy
2,685
+221
+9% +$23.3K 0.39% 67
2025
Q4 		$330K Buy
2,464
+201
+9% +$29.1K 0.46% 58
2025
Q3 		$357K Buy
2,263
+252
+13% +$47K 0.52% 53
2025
Q2 		$411K Sell
2,011
-1,917
-49% -$365K 0.66% 42
2025
Q1 		$689K Sell
3,928
-713
-15% -$123K 1.01% 32
2024
Q4 		$756K Buy
+4,641
New +$782K 1.11% 29

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

KDT Advisors's TRI Position: Q1 2026 in Review

KDT Advisors increased its Thomson Reuters (TRI) stake by 9% in Q1 2026, buying an estimated $23.3K and bringing the position to 2,685 shares worth $245K. The position accounts for 0.39% of the portfolio, ranked #67.

KDT Advisors first reported a position in TRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $756K in Q4 2024. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • KDT Advisors held 2,685 shares of Thomson Reuters worth $245K as of Q1 2026.
  • KDT Advisors bought 221 Thomson Reuters shares in Q1 2026, an estimated $23.3K.
  • Thomson Reuters made up 0.39% of KDT Advisors's portfolio in Q1 2026, its #67 holding.
  • KDT Advisors first reported a position in Thomson Reuters in Q4 2024 and has held it in 6 quarters since.
  • KDT Advisors's Thomson Reuters position peaked at $756K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on KDT Advisors's 13F filing for Q1 2026, filed 15 May 2026.