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Vista Investment Partners II’s Thomson Reuters TRI Stock Holding History

Vista Investment Partners II’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
-16,381
Closed -$2.19M – 177
2025
Q4 		$2.19M Sell
16,381
-138
-0.8% -$20K 0.95% 45
2025
Q3 		$2.61M Buy
16,519
+102
+0.6% +$19K 1.22% 28
2025
Q2 		$3.35M Buy
16,417
+20
+0.1% +$3.81K 1.62% 14
2025
Q1 		$2.88M Buy
16,397
+193
+1% +$33.3K 1.59% 18
2024
Q4 		$2.64M Buy
+16,204
New +$2.73M 1.56% 25

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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

Vista Investment Partners II's TRI Position: Q1 2026 in Review

Vista Investment Partners II sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 16,381 shares — an estimated $2.19M sold.

Vista Investment Partners II first reported a position in TRI in Q4 2024 and held it in 5 quarters. The position peaked at $3.35M in Q2 2025. 468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Vista Investment Partners II reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 16,381 Thomson Reuters shares in Q1 2026, an estimated $2.19M.
  • Vista Investment Partners II first reported a position in Thomson Reuters in Q4 2024 and held it in 5 quarters.
  • Vista Investment Partners II's Thomson Reuters position peaked at $3.35M in Q2 2025.
  • 468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.