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PFG Investments’s Thomson Reuters TRI Stock Holding History

PFG 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
2026
Q1 		– Sell
-1,508
Closed -$202K – 1252
2025
Q4 		$202K Sell
1,508
-476
-24% -$68.9K 0.01% 1017
2025
Q3 		$313K Sell
1,984
-635
-24% -$118K 0.02% 770
2025
Q2 		$535K Buy
2,619
+56
+2% +$10.7K 0.03% 504
2025
Q1 		$450K Sell
2,563
-24
-0.9% -$4.14K 0.03% 536
2024
Q4 		$421K Sell
2,587
-428
-14% -$72.1K 0.03% 568
2024
Q3 		$522K Sell
3,015
-423
-12% -$71.4K 0.03% 480
2024
Q2 		$589K Buy
3,438
+4
+0.1% +$663 0.04% 398
2024
Q1 		$543K Sell
3,434
-330
-9% -$51.3K 0.03% 497
2023
Q4 		$559K Buy
3,764
+476
+14% +$64.3K 0.1% 222
2023
Q3 		$409K Buy
3,288
+5
+0.2% +$659 0.08% 277
2023
Q2 		$450K Buy
3,283
+8
+0.2% +$1.07K 0.08% 268
2023
Q1 		$449K Buy
+3,275
New +$418K 0.09% 258

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
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

PFG Investments's TRI Position: Q1 2026 in Review

PFG Investments sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,508 shares — an estimated $202K sold.

PFG Investments first reported a position in TRI in Q1 2023 and held it in 12 quarters. The position peaked at $589K in Q2 2024. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • PFG Investments reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • PFG Investments sold 1,508 Thomson Reuters shares in Q1 2026, an estimated $202K.
  • PFG Investments first reported a position in Thomson Reuters in Q1 2023 and held it in 12 quarters.
  • PFG Investments's Thomson Reuters position peaked at $589K in Q2 2024.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.