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 $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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Principal Street Partners's TRI Position: Q1 2026 in Review

Principal Street Partners sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,500 shares — an estimated $201K sold.

Principal Street Partners first reported a position in TRI in Q4 2022 and held it in 13 quarters. The position peaked at $859K in Q2 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Principal Street Partners reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Principal Street Partners sold 1,500 Thomson Reuters shares in Q1 2026, an estimated $201K.
Principal Street Partners first reported a position in Thomson Reuters in Q4 2022 and held it in 13 quarters.
Principal Street Partners's Thomson Reuters position peaked at $859K in Q2 2025.
473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.