MCM
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MAI Capital Management’s Thomson Reuters TRI Stock Holding History

MAI Capital Management’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 		– Sell
-617
Closed -$82.7K – 5137
2025
Q4 		$82.7K Buy
617
+591
+2,273% +$85.6K ﹤0.01% 1742
2025
Q3 		$4.04K Sell
26
-378
-94% -$70.5K ﹤0.01% 3096
2025
Q2 		$82.5K Buy
404
+378
+1,454% +$72K ﹤0.01% 1580
2025
Q1 		$4.49K Hold
26
– – ﹤0.01% 2751
2024
Q4 		$4.17K Buy
+26
New +$4.38K ﹤0.01% 2835
2024
Q3 		– Sell
-1,397
Closed -$239K – 1239
2024
Q2 		$239K Sell
1,397
-86
-6% -$14.3K ﹤0.01% 1074
2024
Q1 		$235K Buy
+1,483
New +$231K ﹤0.01% 1069

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

MAI Capital Management's TRI Position: Q1 2026 in Review

MAI Capital Management sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 617 shares — an estimated $82.7K sold.

MAI Capital Management first reported a position in TRI in Q1 2024 and held it in 7 quarters. The position peaked at $239K in Q2 2024. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • MAI Capital Management reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 617 Thomson Reuters shares in Q1 2026, an estimated $82.7K.
  • MAI Capital Management first reported a position in Thomson Reuters in Q1 2024 and held it in 7 quarters.
  • MAI Capital Management's Thomson Reuters position peaked at $239K in Q2 2024.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.