NEI
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Northwest & Ethical Investments’s Thomson Reuters TRI Stock Holding History

Northwest & Ethical Investments’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 		$4.04M Sell
49,567
-7,988
-14% -$698K 0.09% 152
2026
Q1 		$5.28M Buy
57,555
+20,410
+55% +$2.15M 0.12% 160
2025
Q4 		$4.98M Buy
37,145
+1,756
+5% +$254K 0.11% 173
2025
Q3 		$5.6M Sell
35,389
-4,280
-11% -$798K 0.13% 173
2025
Q2 		$8.06M Sell
39,669
-4,132
-9% -$787K 0.2% 137
2025
Q1 		$7.68M Buy
43,801
+19,617
+81% +$3.39M 0.21% 140
2024
Q4 		$3.94M Buy
24,184
+500
+2% +$84.2K 0.11% 202
2024
Q3 		$4.1M Buy
23,684
+836
+4% +$141K 0.11% 199
2024
Q2 		$3.91M Buy
22,848
+682
+3% +$113K 0.11% 202
2024
Q1 		$3.5M Sell
22,166
-21,217
-49% -$3.3M 0.1% 209
2023
Q4 		$6.44M Sell
43,383
-5
-0% -$675 0.2% 146
2023
Q3 		$5.39M Sell
43,388
-6,646
-13% -$876K 0.18% 165
2023
Q2 		$6.86M Buy
+50,034
New +$6.71M 0.22% 140

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

Northwest & Ethical Investments's TRI Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Thomson Reuters (TRI) stake by 14% in Q2 2026, selling an estimated $698K and leaving 49,567 shares worth $4.04M. The position accounts for 0.09% of the portfolio, ranked #152.

Northwest & Ethical Investments first reported a position in TRI in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.06M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Northwest & Ethical Investments held 49,567 shares of Thomson Reuters worth $4.04M as of Q2 2026.
  • Northwest & Ethical Investments sold 7,988 Thomson Reuters shares in Q2 2026, an estimated $698K.
  • Thomson Reuters made up 0.09% of Northwest & Ethical Investments's portfolio in Q2 2026, its #152 holding.
  • Northwest & Ethical Investments first reported a position in Thomson Reuters in Q2 2023 and has held it in 13 quarters since.
  • Northwest & Ethical Investments's Thomson Reuters position peaked at $8.06M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.