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Lindbrook Capital’s Thomson Reuters TRI Stock Holding History

Lindbrook Capital’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
2025
Q1 		$149K Buy
852
+20
+2% +$3.45K 0.01% 514
2024
Q4 		$135K Sell
832
-2
-0.2% -$337 0.01% 474
2024
Q3 		$144K Sell
834
-55
-6% -$9.28K 0.01% 460
2024
Q2 		$152K Buy
889
+1
+0.1% +$166 0.01% 416
2024
Q1 		$141K Buy
888
+11
+1% +$1.71K 0.01% 441
2023
Q4 		$130K Buy
877
+37
+4% +$5K 0.01% 444
2023
Q3 		$104K Hold
840
– – 0.01% 457
2023
Q2 		$115K Sell
840
-18
-2% -$2.42K 0.01% 452
2023
Q1 		$118K Buy
858
+10
+1% +$1.27K 0.01% 441
2022
Q4 		$102K Buy
848
+67
+9% +$7.72K 0.01% 475
2022
Q3 		$85K Buy
781
+13
+2% +$1.51K 0.01% 487
2022
Q2 		$84K Buy
768
+49
+7% +$5.19K 0.01% 490
2022
Q1 		$82K Sell
719
-35
-5% -$3.91K 0.01% 529
2021
Q4 		$95K Sell
754
-4
-0.5% -$498 0.01% 509
2021
Q3 		$88K Buy
758
+44
+6% +$5.13K 0.02% 290
2021
Q2 		$75K Buy
714
+8
+1% +$802 0.02% 356
2021
Q1 		$65K Buy
706
+44
+7% +$3.92K 0.01% 364
2020
Q4 		$57K Hold
662
– – 0.01% 366
2020
Q3 		$56K Sell
662
-39
-6% -$3.04K 0.02% 336
2020
Q2 		$50K Buy
701
+236
+51% +$17.1K 0.01% 360
2020
Q1 		$33K Buy
465
+86
+23% +$6.7K 0.01% 417
2019
Q4 		$29K Hold
379
– – 0.01% 613
2019
Q3 		$27K Buy
379
+39
+11% +$2.77K 0.01% 618
2019
Q2 		$23K Hold
340
– – 0.01% 650
2019
Q1 		$21K Sell
340
-8
-2% -$447 0.01% 687
2018
Q4 		$17K Buy
+348
New +$18.7K 0.01% 680

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Lindbrook Capital's TRI Position: Q1 2025 in Review

Lindbrook Capital increased its Thomson Reuters (TRI) stake by 2.4% in Q1 2025, buying an estimated $3.45K and bringing the position to 852 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #514.

Lindbrook Capital first reported a position in TRI in Q4 2018 and has held it in 26 quarters since. The position peaked at $152K in Q2 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

  • Lindbrook Capital held 852 shares of Thomson Reuters worth $149K as of Q1 2025.
  • Lindbrook Capital bought 20 Thomson Reuters shares in Q1 2025, an estimated $3.45K.
  • Thomson Reuters made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #514 holding.
  • Lindbrook Capital first reported a position in Thomson Reuters in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Thomson Reuters position peaked at $152K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.