Lee Financial’s Thomson Reuters TRI Stock Holding History

Lee Financial’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	$555K	Buy	+6,074	New	+$641K	0.08%	100

Other funds holding TRI

TWC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Lee Financial's TRI Position: Q1 2026 in Review

Lee Financial opened a new position in Thomson Reuters (TRI) in Q1 2026: 6,074 shares worth $555K. The stake represents 0.08% of the portfolio and ranks #100 among its holdings.

467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Lee Financial held 6,074 shares of Thomson Reuters worth $555K as of Q1 2026.
Thomson Reuters was a new Lee Financial position in Q1 2026.
Thomson Reuters made up 0.08% of Lee Financial's portfolio in Q1 2026, its #100 holding.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.