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Strategic Investment Advisors’s Thomson Reuters TRI Stock Holding History

Strategic Investment Advisors’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
2025
Q4 		– Sell
-2,036
Closed -$321K – 273
2025
Q3 		$321K Sell
2,036
-42
-2% -$7.83K 0.03% 208
2025
Q2 		$425K Sell
2,078
-100
-5% -$19K 0.04% 175
2025
Q1 		$382K Sell
2,178
-104
-5% -$18K 0.04% 190
2024
Q4 		$372K Buy
2,282
+61
+3% +$10.3K 0.04% 196
2024
Q3 		$385K Buy
2,221
+9
+0.4% +$1.52K 0.04% 201
2024
Q2 		$379K Sell
2,212
-70
-3% -$11.6K 0.05% 194
2024
Q1 		$361K Buy
2,282
+73
+3% +$11.4K 0.05% 197
2023
Q4 		$328K Sell
2,209
-14
-0.6% -$1.89K 0.05% 192
2023
Q3 		$276K Buy
2,223
+256
+13% +$33.7K 0.05% 208
2023
Q2 		$270K Buy
1,967
+81
+4% +$10.9K 0.04% 172
2023
Q1 		$259K Buy
+1,886
New +$240K 0.05% 215

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
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
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Strategic Investment Advisors's TRI Position: Q4 2025 in Review

Strategic Investment Advisors sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 2,036 shares — an estimated $321K sold.

Strategic Investment Advisors first reported a position in TRI in Q1 2023 and held it in 11 quarters. The position peaked at $425K in Q2 2025. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Strategic Investment Advisors reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,036 Thomson Reuters shares in Q4 2025, an estimated $321K.
  • Strategic Investment Advisors first reported a position in Thomson Reuters in Q1 2023 and held it in 11 quarters.
  • Strategic Investment Advisors's Thomson Reuters position peaked at $425K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Strategic Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.