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 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

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MOTCO's TRI Position: Q2 2026 in Review

MOTCO sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 983 shares — an estimated $89.8K sold.

MOTCO first reported a position in TRI in Q3 2023 and held it in 9 quarters. The position peaked at $201K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

MOTCO reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
MOTCO sold 983 Thomson Reuters shares in Q2 2026, an estimated $89.8K.
MOTCO first reported a position in Thomson Reuters in Q3 2023 and held it in 9 quarters.
MOTCO's Thomson Reuters position peaked at $201K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.