Orion Portfolio Solutions’s Thomson Reuters TRI Stock Holding History

Orion Portfolio Solutions’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 Q1	$4.19M	Sell	23,889 -4,952	-17%	-$855K	0.04%	404
2024 Q4	$4.7M	Sell	28,841 -894	-3%	-$151K	0.05%	347
2024 Q3	$5.15M	Sell	29,735 -855	-3%	-$144K	0.05%	324
2024 Q2	$5.24M	Sell	30,590 -1,091	-3%	-$181K	0.06%	298
2024 Q1	$5.01M	Sell	31,681 -1,098	-3%	-$171K	0.05%	317
2023 Q4	$4.86M	Sell	32,779 -2,051	-6%	-$277K	0.06%	309
2023 Q3	$4.33M	Sell	34,830 -802	-2%	-$106K	0.05%	334
2023 Q2	$4.88M	Sell	35,632 -2,356	-6%	-$316K	0.05%	334
2023 Q1	$5.21M	Buy	+37,988	New	+$4.84M	0.06%	269
2020 Q3	–	Sell	-324	Closed	-$23K	–	1905
2020 Q2	$23K	Sell	324 -1	-0.3%	-$72	﹤0.01%	908
2020 Q1	$23K	Sell	325 -12	-4%	-$935	﹤0.01%	799
2019 Q4	$25K	Buy	+337	New	+$24.5K	﹤0.01%	722

Other funds holding TRI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Orion Portfolio Solutions's TRI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Thomson Reuters (TRI) stake by 17% in Q1 2025, selling an estimated $855K and leaving 23,889 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #404.

Orion Portfolio Solutions first reported a position in TRI in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.24M in Q2 2024. 498 funds tracked by Wall St. Rank hold TRI as of Q1 2025.

Orion Portfolio Solutions held 23,889 shares of Thomson Reuters worth $4.19M as of Q1 2025.
Orion Portfolio Solutions sold 4,952 Thomson Reuters shares in Q1 2025, an estimated $855K.
Thomson Reuters made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #404 holding.
Orion Portfolio Solutions first reported a position in Thomson Reuters in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Thomson Reuters position peaked at $5.24M in Q2 2024.
498 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.