NIM
TRI icon

NEOS Investment Management’s Thomson Reuters TRI Stock Holding History

NEOS Investment 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
Q2 		$21.5M Buy
263,473
+27,957
+12% +$2.44M 0.08% 175
2026
Q1 		$21.5M Buy
235,516
+50,754
+27% +$5.35M 0.11% 149
2025
Q4 		$24.8M Buy
184,762
+50,534
+38% +$7.32M 0.14% 122
2025
Q3 		$21.2M Buy
+134,228
New +$25M 0.16% 121

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
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NEOS Investment Management's TRI Position: Q2 2026 in Review

NEOS Investment Management increased its Thomson Reuters (TRI) stake by 12% in Q2 2026, buying an estimated $2.44M and bringing the position to 263,473 shares worth $21.5M. The position accounts for 0.08% of the portfolio, ranked #175.

NEOS Investment Management first reported a position in TRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.8M in Q4 2025. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • NEOS Investment Management held 263,473 shares of Thomson Reuters worth $21.5M as of Q2 2026.
  • NEOS Investment Management bought 27,957 Thomson Reuters shares in Q2 2026, an estimated $2.44M.
  • Thomson Reuters made up 0.08% of NEOS Investment Management's portfolio in Q2 2026, its #175 holding.
  • NEOS Investment Management first reported a position in Thomson Reuters in Q3 2025 and has held it in 4 quarters since.
  • NEOS Investment Management's Thomson Reuters position peaked at $24.8M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.