Portside Wealth Group’s Thomson Reuters TRI Stock Holding History

Portside Wealth Group’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	$625K	Sell	7,650 -165	-2%	-$14.4K	0.07%	264
2026 Q1	$714K	Buy	+7,815	New	+$824K	0.1%	207
2025 Q3	–	Sell	-2,413	Closed	-$493K	–	502
2025 Q2	$493K	Buy	2,413 +895	+59%	+$170K	0.07%	249
2025 Q1	$266K	Sell	1,518 -185	-11%	-$31.9K	0.04%	365
2024 Q4	$277K	Buy	1,703 +2	+0.1%	+$337	0.05%	339
2024 Q3	$295K	Sell	1,701 -19	-1%	-$3.21K	0.05%	307
2024 Q2	$294K	Sell	1,720 -12	-0.7%	-$1.99K	0.06%	282
2024 Q1	$274K	Buy	1,732 +32	+2%	+$4.98K	0.05%	292
2023 Q4	$253K	Sell	1,700 -29	-2%	-$3.92K	0.05%	298
2023 Q3	$217K	Buy	1,729 +125	+8%	+$16.5K	0.04%	305
2023 Q2	$220K	Buy	+1,604	New	+$215K	0.04%	305

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

Portside Wealth Group's TRI Position: Q2 2026 in Review

Portside Wealth Group reduced its Thomson Reuters (TRI) stake by 2.1% in Q2 2026, selling an estimated $14.4K and leaving 7,650 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #264.

Portside Wealth Group first reported a position in TRI in Q2 2023 and has held it in 11 quarters since. The position peaked at $714K in Q1 2026. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Portside Wealth Group held 7,650 shares of Thomson Reuters worth $625K as of Q2 2026.
Portside Wealth Group sold 165 Thomson Reuters shares in Q2 2026, an estimated $14.4K.
Thomson Reuters made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #264 holding.
Portside Wealth Group first reported a position in Thomson Reuters in Q2 2023 and has held it in 11 quarters since.
Portside Wealth Group's Thomson Reuters position peaked at $714K in Q1 2026.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.