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Midwest Trust’s Thomson Reuters TRI Stock Holding History

Midwest Trust’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
-1,830
Closed -$245K – 618
2025
Q4 		$245K Sell
1,830
-24
-1% -$3.48K ﹤0.01% 544
2025
Q3 		$292K Buy
1,854
+16
+0.9% +$2.98K ﹤0.01% 513
2025
Q2 		$376K Buy
+1,838
New +$350K 0.01% 470

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

Midwest Trust's TRI Position: Q1 2026 in Review

Midwest Trust sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,830 shares — an estimated $245K sold.

Midwest Trust first reported a position in TRI in Q2 2025 and held it in 3 quarters. The position peaked at $376K in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Midwest Trust reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Midwest Trust sold 1,830 Thomson Reuters shares in Q1 2026, an estimated $245K.
  • Midwest Trust first reported a position in Thomson Reuters in Q2 2025 and held it in 3 quarters.
  • Midwest Trust's Thomson Reuters position peaked at $376K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.