SC
TRI icon

Savant Capital’s Thomson Reuters TRI Stock Holding History

Savant Capital’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 		$528K Buy
6,458
+1,718
+36% +$150K ﹤0.01% 1182
2026
Q1 		$433K Buy
4,740
+1,089
+30% +$115K ﹤0.01% 983
2025
Q4 		$489K Sell
3,651
-285
-7% -$41.3K ﹤0.01% 846
2025
Q3 		$621K Buy
3,936
+326
+9% +$60.8K ﹤0.01% 721
2025
Q2 		$738K Buy
3,610
+791
+28% +$151K 0.01% 621
2025
Q1 		$495K Buy
2,819
+128
+5% +$22.1K ﹤0.01% 673
2024
Q4 		$438K Buy
2,691
+196
+8% +$33K ﹤0.01% 937
2024
Q3 		$432K Sell
2,495
-25
-1% -$4.22K ﹤0.01% 936
2024
Q2 		$432K Buy
2,520
+239
+10% +$39.6K ﹤0.01% 845
2024
Q1 		$361K Buy
2,281
+356
+18% +$55.4K ﹤0.01% 836
2023
Q4 		$286K Sell
1,925
-20
-1% -$2.7K ﹤0.01% 721
2023
Q3 		$242K Hold
1,945
– – ﹤0.01% 714
2023
Q2 		$267K Buy
1,945
+18
+0.9% +$2.42K ﹤0.01% 676
2023
Q1 		$264K Buy
1,927
+37
+2% +$4.72K ﹤0.01% 625
2022
Q4 		$227K Buy
1,890
+7
+0.4% +$807 0.01% 530
2022
Q3 		$204K Hold
1,883
– – 0.01% 515
2022
Q2 		$207K Hold
1,883
– – 0.01% 523
2022
Q1 		$216K Sell
1,883
-12
-0.6% -$1.34K 0.01% 530
2021
Q4 		$239K Buy
1,895
+12
+0.6% +$1.49K 0.01% 495
2021
Q3 		$219K Buy
+1,883
New +$219K 0.01% 486

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Savant Capital's TRI Position: Q2 2026 in Review

Savant Capital increased its Thomson Reuters (TRI) stake by 36% in Q2 2026, buying an estimated $150K and bringing the position to 6,458 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Savant Capital first reported a position in TRI in Q3 2021 and has held it in 20 quarters since. The position peaked at $738K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Savant Capital held 6,458 shares of Thomson Reuters worth $528K as of Q2 2026.
  • Savant Capital bought 1,718 Thomson Reuters shares in Q2 2026, an estimated $150K.
  • Thomson Reuters made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1182 holding.
  • Savant Capital first reported a position in Thomson Reuters in Q3 2021 and has held it in 20 quarters since.
  • Savant Capital's Thomson Reuters position peaked at $738K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.