Sumitomo Mitsui Trust Group’s Thomson Reuters TRI Stock Holding History

Sumitomo Mitsui Trust Group’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	$6.67M	Sell	72,998 -3,405	-4%	-$359K	﹤0.01%	699
2025 Q4	$10.2M	Buy	76,403 +12,278	+19%	+$1.78M	0.01%	676
2025 Q3	$10.1M	Buy	+64,125	New	+$12M	0.01%	681
2024 Q2	–	Sell	-411,722	Closed	-$65.1M	–	1139
2024 Q1	$65.1M	Sell	411,722 -16,652	-4%	-$2.59M	0.04%	419
2023 Q4	$63.8M	Sell	428,374 -31,614	-7%	-$4.27M	0.05%	408
2023 Q3	$57.3M	Sell	459,988 -72,306	-14%	-$9.53M	0.05%	406
2023 Q2	$73.1M	Buy	532,294 +27,154	+5%	+$3.64M	0.06%	365
2023 Q1	$71.2M	Sell	505,140 -58,958	-10%	-$7.52M	0.05%	388
2022 Q4	$67.9M	Buy	564,098 +61,858	+12%	+$7.13M	0.05%	408
2022 Q3	$54.4M	Sell	502,240 -390	-0.1%	-$45.2K	0.04%	458
2022 Q2	$55.2M	Buy	502,630 +103,382	+26%	+$11M	0.04%	466
2022 Q1	$45.7M	Sell	399,248 -11,882	-3%	-$1.33M	0.03%	557
2021 Q4	$51.8M	Sell	411,130 -81,747	-17%	-$10.2M	0.03%	527
2021 Q3	$57.3M	Sell	492,877 -23,269	-5%	-$2.71M	0.04%	502
2021 Q2	$54M	Sell	516,146 -29,118	-5%	-$2.92M	0.03%	532
2021 Q1	$50.3M	Buy	545,264 +63,705	+13%	+$5.67M	0.03%	541
2020 Q4	$41.4M	Sell	481,559 -77,874	-14%	-$6.67M	0.03%	585
2020 Q3	$47.1M	Sell	559,433 -104,817	-16%	-$8.16M	0.03%	503
2020 Q2	$47.4M	Sell	664,250 -431,227	-39%	-$31.2M	0.03%	511
2020 Q1	$78M	Buy	1,095,477 +299,553	+38%	+$23.3M	0.07%	322
2019 Q4	$60M	Sell	795,924 -7,560	-0.9%	-$551K	0.05%	412
2019 Q3	$56.6M	Buy	803,484 +3,847	+0.5%	+$273K	0.05%	405
2019 Q2	$54.4M	Sell	799,637 -47,373	-6%	-$3.14M	0.05%	405
2019 Q1	$52.8M	Sell	847,010 -86,563	-9%	-$4.83M	0.05%	405
2018 Q4	$47.2M	Buy	933,573 +167,815	+22%	+$8.99M	0.05%	393
2018 Q3	$40.5M	Sell	765,758 -27,954	-4%	-$1.4M	0.04%	451
2018 Q2	$37.2M	Buy	793,712 +15,590	+2%	+$716K	0.04%	455
2018 Q1	$34.8M	Sell	778,122 -1,131	-0.1%	-$54.1K	0.04%	442
2017 Q4	$39.6M	Sell	779,253 -27,988	-3%	-$1.46M	0.05%	401
2017 Q3	$43M	Sell	807,241 -4,216	-0.5%	-$225K	0.06%	343
2017 Q2	$43.5M	Sell	811,457 -49,892	-6%	-$2.56M	0.06%	330
2017 Q1	$43.2M	Buy	861,349 +787	+0.1%	+$40.2K	0.07%	319
2016 Q4	$43.6M	Sell	860,562 -20,463	-2%	-$998K	0.07%	307
2016 Q3	$42.3M	Sell	881,025 -2,086	-0.2%	-$101K	0.07%	319
2016 Q2	$41.3M	Buy	883,111 +8,039	+0.9%	+$383K	0.07%	310
2016 Q1	$41.2M	Buy	875,072 +23,673	+3%	+$1.02M	0.07%	307
2015 Q4	$37.9M	Buy	851,399 +12,389	+1%	+$576K	0.07%	317
2015 Q3	$39M	Sell	839,010 -16,668	-2%	-$760K	0.08%	310
2015 Q2	$37.8M	Buy	855,678 +6,207	+0.7%	+$291K	0.07%	328
2015 Q1	$39.9M	Buy	849,471 +119,859	+16%	+$5.5M	0.07%	315
2014 Q4	$34.4M	Sell	729,612 -33,320	-4%	-$1.48M	0.07%	339
2014 Q3	$32.2M	Sell	762,932 -12,751	-2%	-$552K	0.06%	349
2014 Q2	$32.8M	Sell	775,683 -54,248	-7%	-$2.22M	0.07%	341
2014 Q1	$33M	Buy	829,931 +1,225	+0.1%	+$50.3K	0.07%	338
2013 Q4	$36.5M	Sell	828,706 -16,928	-2%	-$722K	0.08%	305
2013 Q3	$34.3M	Sell	845,634 -14,518	-2%	-$577K	0.07%	317
2013 Q2	$32.5M	Buy	+860,152	New	+$33.3M	0.07%	313

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

Sumitomo Mitsui Trust Group's TRI Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Thomson Reuters (TRI) stake by 4.5% in Q1 2026, selling an estimated $359K and leaving 72,998 shares worth $6.67M. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Sumitomo Mitsui Trust Group first reported a position in TRI in Q2 2013 and has held it in 47 quarters since. The position peaked at $78M in Q1 2020. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Sumitomo Mitsui Trust Group held 72,998 shares of Thomson Reuters worth $6.67M as of Q1 2026.
Sumitomo Mitsui Trust Group sold 3,405 Thomson Reuters shares in Q1 2026, an estimated $359K.
Thomson Reuters made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #699 holding.
Sumitomo Mitsui Trust Group first reported a position in Thomson Reuters in Q2 2013 and has held it in 47 quarters since.
Sumitomo Mitsui Trust Group's Thomson Reuters position peaked at $78M in Q1 2020.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.