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Thoroughbred Financial Services’s Thomson Reuters TRI Stock Holding History

Thoroughbred Financial Services’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
-1,352
Closed -$213K – 604
2025
Q3 		$213K Buy
+1,352
New +$252K 0.01% 540
2024
Q3 		– Sell
-3,292
Closed -$563K – 688
2024
Q2 		$563K Buy
+3,292
New +$546K 0.04% 365
2024
Q1 		– Sell
-3,438
Closed -$510K – 595
2023
Q4 		$510K Sell
3,438
-153
-4% -$20.7K 0.04% 352
2023
Q3 		$446K Buy
+3,591
New +$473K 0.04% 337

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Thoroughbred Financial Services's TRI Position: Q4 2025 in Review

Thoroughbred Financial Services sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,352 shares — an estimated $213K sold.

Thoroughbred Financial Services first reported a position in TRI in Q3 2023 and held it in 4 quarters. The position peaked at $563K in Q2 2024. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Thoroughbred Financial Services reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,352 Thomson Reuters shares in Q4 2025, an estimated $213K.
  • Thoroughbred Financial Services first reported a position in Thomson Reuters in Q3 2023 and held it in 4 quarters.
  • Thoroughbred Financial Services's Thomson Reuters position peaked at $563K in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Thoroughbred Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.