NC
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North Capital’s Thomson Reuters TRI Stock Holding History

North Capital’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
2025
Q4 		– Sell
-72
Closed -$11.3K – 640
2025
Q3 		$11.3K Hold
72
– – 0.01% 373
2025
Q2 		$14.7K Hold
72
– – 0.01% 336
2025
Q1 		$12.6K Buy
+72
New +$12.4K 0.01% 342

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

North Capital's TRI Position: Q4 2025 in Review

North Capital sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 72 shares — an estimated $11.3K sold.

North Capital first reported a position in TRI in Q1 2025 and held it in 3 quarters. The position peaked at $14.7K in Q2 2025. 503 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • North Capital reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 72 Thomson Reuters shares in Q4 2025, an estimated $11.3K.
  • North Capital first reported a position in Thomson Reuters in Q1 2025 and held it in 3 quarters.
  • North Capital's Thomson Reuters position peaked at $14.7K in Q2 2025.
  • 503 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.