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PDS Planning’s Thomson Reuters TRI Stock Holding History

PDS Planning’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
-1,880
Closed -$252K – 591
2025
Q4 		$252K Sell
1,880
-524
-22% -$75.9K 0.02% 433
2025
Q3 		$379K Sell
2,404
-52
-2% -$9.7K 0.03% 311
2025
Q2 		$502K Buy
2,456
+38
+2% +$7.24K 0.04% 237
2025
Q1 		$424K Buy
2,418
+112
+5% +$19.3K 0.04% 239
2024
Q4 		$376K Buy
2,306
+104
+5% +$17.5K 0.03% 234
2024
Q3 		$382K Buy
2,202
+119
+6% +$20.1K 0.03% 243
2024
Q2 		$357K Buy
2,083
+13
+0.6% +$2.15K 0.04% 227
2024
Q1 		$328K Sell
2,070
-30
-1% -$4.67K 0.03% 235
2023
Q4 		$312K Hold
2,100
– – 0.04% 228
2023
Q3 		$261K Sell
2,100
-33
-2% -$4.35K 0.03% 236
2023
Q2 		$292K Buy
2,133
+372
+21% +$49.9K 0.04% 222
2023
Q1 		$242K Buy
+1,761
New +$225K 0.03% 235

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 $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
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

PDS Planning's TRI Position: Q1 2026 in Review

PDS Planning sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,880 shares — an estimated $252K sold.

PDS Planning first reported a position in TRI in Q1 2023 and held it in 12 quarters. The position peaked at $502K in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • PDS Planning reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 1,880 Thomson Reuters shares in Q1 2026, an estimated $252K.
  • PDS Planning first reported a position in Thomson Reuters in Q1 2023 and held it in 12 quarters.
  • PDS Planning's Thomson Reuters position peaked at $502K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.