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 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 $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SimplyRich's TRI Position: Q1 2026 in Review

SimplyRich reduced its Thomson Reuters (TRI) stake by 7.3% in Q1 2026, selling an estimated $52.9K and leaving 6,408 shares worth $585K. The position accounts for 0.15% of the portfolio, ranked #135.

SimplyRich first reported a position in TRI in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.42M in Q2 2025. 468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

SimplyRich held 6,408 shares of Thomson Reuters worth $585K as of Q1 2026.
SimplyRich sold 502 Thomson Reuters shares in Q1 2026, an estimated $52.9K.
Thomson Reuters made up 0.15% of SimplyRich's portfolio in Q1 2026, its #135 holding.
SimplyRich first reported a position in Thomson Reuters in Q4 2017 and has held it in 27 quarters since.
SimplyRich's Thomson Reuters position peaked at $1.42M in Q2 2025.
468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.