MOTCO’s Thomson Reuters TRI Stock Holding History

MOTCO’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	$95.6K	Buy	+982	New	+$97.2K	0.01%	290
2026 Q2	–	Sell	-983	Closed	-$89.8K	–	889
2026 Q1	$89.8K	Hold	983	–	–	0.01%	285
2025 Q4	$132K	Hold	983	–	–	0.01%	246
2025 Q3	$155K	Hold	983	–	–	0.01%	232
2025 Q2	$201K	Hold	983	–	–	0.02%	197
2025 Q1	$172K	Hold	983	–	–	0.02%	196
2024 Q4	$160K	Hold	983	–	–	0.02%	200
2024 Q3	$170K	Hold	983	–	–	0.02%	215
2024 Q2	$168K	Buy	+983	New	+$163K	0.01%	292
2023 Q4	–	Sell	-20	Closed	-$2.45K	–	803
2023 Q3	$2.45K	Buy	+20	New	+$2.64K	﹤0.01%	619

Other funds holding TRI

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

MOTCO's TRI Position: Q3 2026 in Review

MOTCO opened a new position in Thomson Reuters (TRI) in Q3 2026: 982 shares worth $95.6K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: MOTCO previously reported a position in TRI as recently as Q1 2026.

MOTCO first reported a position in TRI in Q3 2023 and has held it in 10 quarters since. The position peaked at $201K in Q2 2025. 324 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

MOTCO held 982 shares of Thomson Reuters worth $95.6K as of Q3 2026.
Thomson Reuters was a new MOTCO position in Q3 2026.
Thomson Reuters made up 0.01% of MOTCO's portfolio in Q3 2026, its #290 holding.
MOTCO first reported a position in Thomson Reuters in Q3 2023 and has held it in 10 quarters since.
MOTCO's Thomson Reuters position peaked at $201K in Q2 2025.
324 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.