SEI Investments’s Thomson Reuters TRI Stock Holding History

SEI Investments’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	$334K	Buy	+4,088	New	+$357K	﹤0.01%	2815
2019 Q2	–	Sell	-3,591	Closed	-$224K	–	2759
2019 Q1	$224K	Sell	3,591 -10,344	-74%	-$578K	﹤0.01%	2237
2018 Q4	$710K	Buy	+13,935	New	+$747K	﹤0.01%	1648
2018 Q3	–	Sell	-1,483	Closed	-$69K	–	3390
2018 Q2	$69K	Sell	1,483 -42,162	-97%	-$1.94M	﹤0.01%	2402
2018 Q1	$1.96M	Buy	43,645 +43,195	+9,599%	+$2.07M	0.01%	1212
2017 Q4	$23K	Buy	450 +54	+14%	+$2.82K	﹤0.01%	2567
2017 Q3	$21K	Buy	396 +186	+89%	+$9.93K	﹤0.01%	2493
2017 Q2	$12K	Sell	210 -728	-78%	-$37.3K	﹤0.01%	2553
2017 Q1	$47K	Buy	938 +7	+0.8%	+$357	﹤0.01%	2139
2016 Q4	$47K	Sell	931 -37,805	-98%	-$1.84M	﹤0.01%	2157
2016 Q3	$1.86M	Buy	38,736 +38,010	+5,236%	+$1.84M	0.01%	1101
2016 Q2	$34K	Buy	726 +492	+210%	+$23.4K	﹤0.01%	2034
2016 Q1	$11K	Sell	234 -46,441	-99%	-$2M	﹤0.01%	2169
2015 Q4	$2.05M	Buy	46,675 +46,450	+20,644%	+$2.16M	0.01%	1005
2015 Q3	$11K	Sell	225 -85	-27%	-$3.88K	﹤0.01%	2170
2015 Q2	$14K	Buy	310 +5	+2%	+$234	﹤0.01%	1865
2015 Q1	$14K	Buy	305 +37	+14%	+$1.7K	﹤0.01%	1863
2014 Q4	$12K	Buy	+268	New	+$11.9K	﹤0.01%	1864

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

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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SEI Investments's TRI Position: Q2 2026 in Review

SEI Investments opened a new position in Thomson Reuters (TRI) in Q2 2026: 4,088 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #2815 among its holdings. This is a return to the name: SEI Investments previously reported a position in TRI as recently as Q1 2019.

SEI Investments first reported a position in TRI in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.05M in Q4 2015. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

SEI Investments held 4,088 shares of Thomson Reuters worth $334K as of Q2 2026.
Thomson Reuters was a new SEI Investments position in Q2 2026.
Thomson Reuters made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2815 holding.
SEI Investments first reported a position in Thomson Reuters in Q4 2014 and has held it in 18 quarters since.
SEI Investments's Thomson Reuters position peaked at $2.05M in Q4 2015.
422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.