Plato Investment Management’s Thomson Reuters TRI Stock Holding History

Plato Investment Management’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 Q2	$13.5K	Sell	166 -1,813	-92%	-$158K	﹤0.01%	455
2026 Q1	$181K	Sell	1,979 -15,285	-89%	-$1.61M	0.01%	407
2025 Q4	$2.33M	Buy	17,264 +16,979	+5,958%	+$2.46M	0.15%	137
2025 Q3	$44.5K	Sell	285 -347	-55%	-$64.7K	﹤0.01%	447
2025 Q2	$128K	Sell	632 -12,663	-95%	-$2.41M	0.01%	413
2025 Q1	$2.36M	Hold	13,295	–	–	0.2%	123
2024 Q4	$2.18M	Sell	13,295 -12,026	-47%	-$2.03M	0.16%	140
2024 Q3	$4.39M	Buy	+25,321	New	+$4.27M	0.36%	65

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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Plato Investment Management's TRI Position: Q2 2026 in Review

Plato Investment Management reduced its Thomson Reuters (TRI) stake by 92% in Q2 2026, selling an estimated $158K and leaving 166 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Plato Investment Management first reported a position in TRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.39M in Q3 2024. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Plato Investment Management held 166 shares of Thomson Reuters worth $13.5K as of Q2 2026.
Plato Investment Management sold 1,813 Thomson Reuters shares in Q2 2026, an estimated $158K.
Thomson Reuters made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #455 holding.
Plato Investment Management first reported a position in Thomson Reuters in Q3 2024 and has held it in 8 quarters since.
Plato Investment Management's Thomson Reuters position peaked at $4.39M in Q3 2024.
422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.