Lee Financial
TRI icon

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
Q3 		$586K Sell
6,019
-35
-0.6% -$3.46K 0.07% 100
2026
Q2 		$494K Sell
6,054
-20
-0.3% -$1.75K 0.06% 109
2026
Q1 		$555K Buy
+6,074
New +$641K 0.08% 100

Other funds holding TRI

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Lee Financial's TRI Position: Q3 2026 in Review

Lee Financial reduced its Thomson Reuters (TRI) stake by 0.58% in Q3 2026, selling an estimated $3.46K and leaving 6,019 shares worth $586K. The position accounts for 0.07% of the portfolio, ranked #100.

Lee Financial first reported a position in TRI in Q1 2026 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Lee Financial held 6,019 shares of Thomson Reuters worth $586K as of Q3 2026.
  • Lee Financial sold 35 Thomson Reuters shares in Q3 2026, an estimated $3.46K.
  • Thomson Reuters made up 0.07% of Lee Financial's portfolio in Q3 2026, its #100 holding.
  • Lee Financial first reported a position in Thomson Reuters in Q1 2026 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.