SimplyRich’s Thomson Reuters TRI Stock Holding History

SimplyRich’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	–	Sell	-6,408	Closed	-$585K	–	211
2026 Q1	$585K	Sell	6,408 -502	-7%	-$52.9K	0.15%	135
2025 Q4	$925K	Sell	6,910 -55	-0.8%	-$7.96K	0.24%	85
2025 Q3	$1.1M	Hold	6,965	–	–	0.3%	78
2025 Q2	$1.42M	Hold	6,965	–	–	0.4%	65
2025 Q1	$1.22M	Hold	6,965	–	–	0.35%	72
2024 Q4	$1.13M	Hold	6,965	–	–	0.32%	75
2024 Q3	$1.21M	Hold	6,965	–	–	0.34%	72
2024 Q2	$1.19M	Hold	6,965	–	–	0.38%	65
2024 Q1	$1.1M	Hold	6,965	–	–	0.36%	72
2023 Q4	$1.03M	Hold	6,965	–	–	0.36%	72
2023 Q3	$865K	Hold	6,965	–	–	0.42%	70
2023 Q2	$954K	Sell	6,965 -97	-1%	-$13K	0.34%	81
2023 Q1	$968K	Hold	7,062	–	–	0.36%	72
2022 Q4	$848K	Hold	7,062	–	–	0.34%	77
2022 Q3	$763K	Hold	7,062	–	–	0.34%	80
2022 Q2	$775K	Hold	7,062	–	–	0.32%	82
2022 Q1	$809K	Hold	7,062	–	–	0.28%	89
2021 Q4	$890K	Hold	7,062	–	–	0.3%	88
2021 Q3	$822K	Hold	7,062	–	–	0.3%	89
2021 Q2	$739K	Hold	7,062	–	–	0.34%	85
2021 Q1	$652K	Hold	7,062	–	–	0.26%	94
2020 Q4	$609K	Sell	7,062 -97	-1%	-$8.31K	0.27%	81
2020 Q3	$602K	Hold	7,159	–	–	0.3%	79
2020 Q2	$505K	Buy	7,159 +2,906	+68%	+$210K	0.28%	84
2020 Q1	$298K	Buy	4,253 +800	+23%	+$62.3K	0.2%	100
2019 Q4	$260K	Buy	+3,453	New	+$251K	0.13%	138
2018 Q1	–	Sell	-12,072	Closed	-$611K	–	182
2017 Q4	$611K	Buy	+12,072	New	+$631K	0.34%	100

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

SimplyRich's TRI Position: Q2 2026 in Review

SimplyRich sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 6,408 shares — an estimated $585K sold.

SimplyRich first reported a position in TRI in Q4 2017 and held it in 27 quarters. The position peaked at $1.42M in Q2 2025. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

SimplyRich reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
SimplyRich sold 6,408 Thomson Reuters shares in Q2 2026, an estimated $585K.
SimplyRich first reported a position in Thomson Reuters in Q4 2017 and held it in 27 quarters.
SimplyRich's Thomson Reuters position peaked at $1.42M in Q2 2025.
422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.