Omnia Family Wealth’s Thomson Reuters TRI Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-1,727	Closed	-$232K	–	109
2025 Q4	$232K	Hold	1,727	–	–	0.07%	98
2025 Q3	$272K	Hold	1,727	–	–	0.09%	80
2025 Q2	$352K	Hold	1,727	–	–	0.13%	56
2025 Q1	$303K	Hold	1,727	–	–	0.13%	59
2024 Q4	$282K	Hold	1,727	–	–	0.12%	62
2024 Q3	$300K	Hold	1,727	–	–	0.13%	61
2024 Q2	$296K	Hold	1,727	–	–	0.13%	57
2024 Q1	$273K	Hold	1,727	–	–	0.13%	60
2023 Q4	$258K	Hold	1,727	–	–	0.13%	56
2023 Q3	$216K	Hold	1,727	–	–	0.13%	62
2023 Q2	$237K	Sell	1,727 -1	-0.1%	-$134	0.16%	59
2023 Q1	$237K	Hold	1,728	–	–	0.18%	57
2022 Q4	$208K	Buy	+1,728	New	+$199K	0.17%	65
2022 Q1	–	Sell	-1,728	Closed	-$218K	–	77
2021 Q4	$218K	Hold	1,728	–	–	0.13%	68
2021 Q3	$201K	Buy	+1,728	New	+$201K	0.14%	69
2019 Q2	–	Sell	-1,728	Closed	-$108K	–	485
2019 Q1	$108K	Buy	+1,728	New	+$96.5K	0.05%	121
2018 Q4	–	Sell	-2,973	Closed	-$158K	–	602
2018 Q3	$158K	Sell	2,973 -92	-3%	-$4.61K	0.07%	98
2018 Q2	$143K	Hold	3,065	–	–	0.07%	101
2018 Q1	$137K	Hold	3,065	–	–	0.06%	105
2017 Q4	$155K	Buy	3,065 +9	+0.3%	+$471	0.07%	101
2017 Q3	$163K	Buy	3,056 +7	+0.2%	+$374	0.08%	101
2017 Q2	$164K	Buy	3,049 +9	+0.3%	+$461	0.08%	99
2017 Q1	$153K	Buy	3,040 +8	+0.3%	+$409	0.07%	99
2016 Q4	$154K	Buy	+3,032	New	+$148K	0.08%	99

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Omnia Family Wealth's TRI Position: Q1 2026 in Review

Omnia Family Wealth sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,727 shares — an estimated $232K sold.

Omnia Family Wealth first reported a position in TRI in Q4 2016 and held it in 24 quarters. The position peaked at $352K in Q2 2025. 468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Omnia Family Wealth reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Omnia Family Wealth sold 1,727 Thomson Reuters shares in Q1 2026, an estimated $232K.
Omnia Family Wealth first reported a position in Thomson Reuters in Q4 2016 and held it in 24 quarters.
Omnia Family Wealth's Thomson Reuters position peaked at $352K in Q2 2025.
468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.