Palladiem’s Thomson Reuters TRI Stock Holding History

Palladiem’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	-153	Closed	-$20.6K	–	170
2025 Q4	$20.6K	Buy	+153	New	+$22.2K	0.02%	126

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Palladiem's TRI Position: Q1 2026 in Review

Palladiem sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 153 shares — an estimated $20.6K sold.

Palladiem first reported a position in TRI in Q4 2025 and held it in 1 quarter. The position peaked at $20.6K in Q4 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Palladiem reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Palladiem sold 153 Thomson Reuters shares in Q1 2026, an estimated $20.6K.
Palladiem first reported a position in Thomson Reuters in Q4 2025 and held it in 1 quarter.
Palladiem's Thomson Reuters position peaked at $20.6K in Q4 2025.
473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.