SummitTX Capital’s Thomson Reuters TRI Stock Holding History

SummitTX Capital’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	–	Sell	-5,828	Closed	-$781K	–	973
2025 Q4	$781K	Buy	5,828 +4,556	+358%	+$660K	0.02%	455
2025 Q3	$201K	Sell	1,272 -23,145	-95%	-$4.32M	0.01%	705
2025 Q2	$4.99M	Buy	24,417 +17,033	+231%	+$3.24M	0.21%	117
2025 Q1	$1.3M	Buy	+7,384	New	+$1.27M	0.06%	340

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

SummitTX Capital's TRI Position: Q1 2026 in Review

SummitTX Capital sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 5,828 shares — an estimated $781K sold.

SummitTX Capital first reported a position in TRI in Q1 2025 and held it in 4 quarters. The position peaked at $4.99M in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

SummitTX Capital reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 5,828 Thomson Reuters shares in Q1 2026, an estimated $781K.
SummitTX Capital first reported a position in Thomson Reuters in Q1 2025 and held it in 4 quarters.
SummitTX Capital's Thomson Reuters position peaked at $4.99M in Q2 2025.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.