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Principal Securities’s Thomson Reuters TRI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-96
Closed -$15.1K – 3339
2025
Q3 		$15.1K Sell
96
-246
-72% -$45.9K ﹤0.01% 2538
2025
Q2 		$69.8K Sell
342
-43
-11% -$8.19K ﹤0.01% 1716
2025
Q1 		$62.7K Hold
385
– – ﹤0.01% 1661
2024
Q4 		$62.7K Buy
385
+31
+9% +$5.22K ﹤0.01% 1660
2024
Q3 		$61.4K Sell
354
-4
-1% -$675 ﹤0.01% 1602
2024
Q2 		$61.4K Buy
358
+22
+7% +$3.65K ﹤0.01% 1525
2024
Q1 		$53.1K Buy
336
+10
+3% +$1.56K ﹤0.01% 1538
2023
Q4 		$48.4K Buy
+326
New +$44K ﹤0.01% 1504

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Principal Securities's TRI Position: Q4 2025 in Review

Principal Securities sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 96 shares — an estimated $15.1K sold.

Principal Securities first reported a position in TRI in Q4 2023 and held it in 8 quarters. The position peaked at $69.8K in Q2 2025. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Principal Securities reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 96 Thomson Reuters shares in Q4 2025, an estimated $15.1K.
  • Principal Securities first reported a position in Thomson Reuters in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Thomson Reuters position peaked at $69.8K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.