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
2025
Q4 		– Sell
-28,946
Closed -$32.1K – 549
2025
Q3 		$32.1K Buy
+28,946
New +$5.4M ﹤0.01% 492

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Northwest & Ethical Investments's TRI Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Thomson Reuters (TRI) stake by 55% in Q1 2026, buying an estimated $2.15M and bringing the position to 57,555 shares worth $5.28M. The position accounts for 0.12% of the portfolio, ranked #160.

Northwest & Ethical Investments first reported a position in TRI in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.06M in Q2 2025. 469 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Northwest & Ethical Investments held 57,555 shares of Thomson Reuters worth $5.28M as of Q1 2026.
  • Northwest & Ethical Investments bought 20,410 Thomson Reuters shares in Q1 2026, an estimated $2.15M.
  • Thomson Reuters made up 0.12% of Northwest & Ethical Investments's portfolio in Q1 2026, its #160 holding.
  • Northwest & Ethical Investments first reported a position in Thomson Reuters in Q2 2023 and has held it in 12 quarters since.
  • Northwest & Ethical Investments's Thomson Reuters position peaked at $8.06M in Q2 2025.
  • 469 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.