Tacita Capital’s Thomson Reuters TRI Stock Holding History

Tacita 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 Q2	$247K	Sell	3,024 -645	-18%	-$56.3K	0.13%	75
2026 Q1	$335K	Sell	3,669 -9	-0.2%	-$949	0.2%	67
2025 Q4	$493K	Sell	3,678 -3,014	-45%	-$436K	0.29%	62
2025 Q3	$1.06M	Sell	6,692 -2,870	-30%	-$535K	0.64%	39
2025 Q2	$1.95M	Buy	9,562 +177	+2%	+$33.7K	1.26%	29
2025 Q1	$1.65M	Hold	9,385	–	–	1.19%	29
2024 Q4	$1.53M	Sell	9,385 -378	-4%	-$63.7K	1.09%	31
2024 Q3	$1.69M	Sell	9,763 -314	-3%	-$53K	1.1%	30
2024 Q2	$1.72M	Buy	10,077 +65	+0.6%	+$10.8K	1.22%	26
2024 Q1	$1.58M	Buy	10,012 +113	+1%	+$17.6K	1.1%	31
2023 Q4	$1.47M	Sell	9,899 -383	-4%	-$51.7K	1.09%	28
2023 Q3	$1.28M	Buy	10,282 +670	+7%	+$88.3K	1%	31
2023 Q2	$1.32M	Buy	9,612 +2,547	+36%	+$342K	0.97%	32
2023 Q1	$968K	Hold	7,065	–	–	0.73%	35
2022 Q4	$849K	Buy	7,065 +3,681	+109%	+$424K	0.64%	40
2022 Q3	$369K	Hold	3,384	–	–	0.29%	57
2022 Q2	$372K	Hold	3,384	–	–	0.26%	59
2022 Q1	$388K	Hold	3,384	–	–	0.22%	61
2021 Q4	$426K	Hold	3,384	–	–	0.24%	60
2021 Q3	$392K	Hold	3,384	–	–	0.24%	61
2021 Q2	$354K	Hold	3,384	–	–	0.21%	65
2021 Q1	$312K	Hold	3,384	–	–	0.2%	69
2020 Q4	$291K	Buy	+3,384	New	+$290K	0.19%	71

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

Tacita Capital's TRI Position: Q2 2026 in Review

Tacita Capital reduced its Thomson Reuters (TRI) stake by 18% in Q2 2026, selling an estimated $56.3K and leaving 3,024 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #75.

Tacita Capital first reported a position in TRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.95M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Tacita Capital held 3,024 shares of Thomson Reuters worth $247K as of Q2 2026.
Tacita Capital sold 645 Thomson Reuters shares in Q2 2026, an estimated $56.3K.
Thomson Reuters made up 0.13% of Tacita Capital's portfolio in Q2 2026, its #75 holding.
Tacita Capital first reported a position in Thomson Reuters in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's Thomson Reuters position peaked at $1.95M in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.