SEI Investments
TRI icon

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
Q3 		– Sell
-4,088
Closed -$334K – 3410
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% +$9.9K ﹤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 $30.1B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $766M AUM 17.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SEI Investments's TRI Position: Q3 2026 in Review

SEI Investments sold out of Thomson Reuters (TRI) in Q3 2026, closing a stake of 4,088 shares — an estimated $334K sold.

SEI Investments first reported a position in TRI in Q4 2014 and held it in 18 quarters. The position peaked at $2.05M in Q4 2015. 406 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • SEI Investments reported no remaining Thomson Reuters position as of Q3 2026 after selling out during the quarter.
  • SEI Investments sold 4,088 Thomson Reuters shares in Q3 2026, an estimated $334K.
  • SEI Investments first reported a position in Thomson Reuters in Q4 2014 and held it in 18 quarters.
  • SEI Investments's Thomson Reuters position peaked at $2.05M in Q4 2015.
  • 406 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.