Quilter Plc
TRI icon

Quilter Plc’s Thomson Reuters TRI Stock Holding History

Quilter Plc’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
Q3 		$562K Hold
4,061
– – 0.01% 105
2026
Q2 		$470K Sell
4,061
-284
-7% -$24.8K 0.01% 111
2026
Q1 		$554K Sell
4,345
-138
-3% -$14.6K 0.01% 104
2025
Q4 		$601K Sell
4,483
-1,181
-21% -$171K 0.01% 104
2025
Q3 		$893K Hold
5,664
– – 0.02% 98
2025
Q2 		$1.16M Sell
5,664
-23
-0.4% -$4.38K 0.02% 92
2025
Q1 		$997K Buy
5,687
+1,457
+34% +$252K 0.02% 95
2024
Q4 		$689K Sell
4,230
-142
-3% -$23.9K 0.01% 102
2024
Q3 		$757K Sell
4,372
-380
-8% -$64.1K 0.02% 99
2024
Q2 		$814K Sell
4,752
-26
-0.5% -$4.31K 0.02% 98
2024
Q1 		$756K Buy
4,778
+380
+9% +$59.1K 0.02% 100
2023
Q4 		$649K Sell
4,398
-2,954
-40% -$399K 0.02% 92
2023
Q3 		$5.49M Buy
7,352
+882
+14% +$116K 0.02% 102
2023
Q2 		$4.92M Sell
6,470
-3,250
-33% -$436K 0.02% 106
2023
Q1 		$7.52M Buy
9,720
+237
+2% +$30.2K 0.03% 94
2022
Q4 		$1.14M Hold
9,483
– – 0.04% 85
2022
Q3 		$1.02M Buy
9,483
+46
+0.5% +$5.33K 0.04% 86
2022
Q2 		$1.04M Sell
9,437
-265
-3% -$28.1K 0.04% 87
2022
Q1 		$1.11M Sell
9,702
-1,318
-12% -$147K 0.03% 91
2021
Q4 		$1.39M Sell
11,020
-95
-0.9% -$11.8K 0.04% 87
2021
Q3 		$1.29M Sell
11,115
-132
-1% -$15.4K 0.04% 118
2021
Q2 		$1.18M Sell
11,247
-295
-3% -$29.6K 0.03% 123
2021
Q1 		$1.06M Sell
11,542
-173
-1% -$15.4K 0.03% 143
2020
Q4 		$1.01M Sell
11,715
-133
-1% -$11.4K 0.03% 121
2020
Q3 		$996K Sell
11,848
-380
-3% -$29.6K 0.04% 112
2020
Q2 		$875K Sell
12,228
-332
-3% -$24K 0.04% 112
2020
Q1 		$902K Buy
12,560
+27
+0.2% +$2.1K 0.06% 107
2019
Q4 		$945K Buy
+12,533
New +$913K 0.06% 118

Other funds holding TRI

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davis Rea
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Quilter Plc's TRI Position: Q3 2026 in Review

Quilter Plc held its Thomson Reuters (TRI) position steady in Q3 2026 at 4,061 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #105.

Quilter Plc first reported a position in TRI in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.52M in Q1 2023. 90 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Quilter Plc held 4,061 shares of Thomson Reuters worth $562K as of Q3 2026.
  • Quilter Plc left its Thomson Reuters share count unchanged in Q3 2026.
  • Thomson Reuters made up 0.01% of Quilter Plc's portfolio in Q3 2026, its #105 holding.
  • Quilter Plc first reported a position in Thomson Reuters in Q4 2019 and has held it in 28 quarters since.
  • Quilter Plc's Thomson Reuters position peaked at $7.52M in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Quilter Plc's 13F filing for Q3 2026, filed 21 Oct 2026.