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TRI icon

Principal Street Partners’s Thomson Reuters TRI Stock Holding History

Principal Street Partners’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
-1,500
Closed -$201K – 260
2025
Q4 		$201K Sell
1,500
-603
-29% -$87.3K 0.03% 228
2025
Q3 		$332K Sell
2,103
-2,103
-50% -$392K 0.05% 178
2025
Q2 		$859K Buy
4,206
+2,103
+100% +$400K 0.08% 136
2025
Q1 		$369K Hold
2,103
– – 0.07% 147
2024
Q4 		$343K Hold
2,103
– – 0.07% 151
2024
Q3 		$360K Hold
2,103
– – 0.06% 166
2024
Q2 		$360K Hold
2,103
– – 0.06% 162
2024
Q1 		$358K Hold
2,103
– – 0.07% 162
2023
Q4 		$312K Sell
2,103
-2,103
-50% -$284K 0.08% 157
2023
Q3 		$523K Buy
4,206
+2,103
+100% +$277K 0.1% 146
2023
Q2 		$288K Sell
2,103
-2
-0.1% -$268 0.07% 179
2023
Q1 		$289K Hold
2,105
– – 0.07% 180
2022
Q4 		$253K Buy
+2,105
New +$243K 0.06% 196

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 $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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