WFI
TRI icon

West Family Investments’s Thomson Reuters TRI Stock Holding History

West Family Investments’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
-4,253
Closed -$570K – 351
2025
Q4 		$570K Hold
4,253
– – 0.13% 150
2025
Q3 		$671K Buy
4,253
+59
+1% +$11K 0.15% 127
2025
Q2 		$857K Buy
4,194
+117
+3% +$22.3K 0.22% 92
2025
Q1 		$715K Sell
4,077
-15
-0.4% -$2.59K 0.27% 77
2024
Q4 		$667K Sell
4,092
-59
-1% -$9.94K 0.23% 85
2024
Q3 		$719K Buy
4,151
+124
+3% +$20.9K 0.24% 81
2024
Q2 		$689K Hold
4,027
– – 0.21% 84
2024
Q1 		$637K Hold
4,027
– – 0.2% 92
2023
Q4 		$598K Buy
4,027
+42
+1% +$5.67K 0.2% 86
2023
Q3 		$495K Buy
3,985
+60
+2% +$7.91K 0.17% 96
2023
Q2 		$538K Sell
3,925
-240
-6% -$32.2K 0.21% 95
2023
Q1 		$571K Sell
4,165
-83
-2% -$10.6K 0.23% 82
2022
Q4 		$511K Sell
4,248
-219
-5% -$25.2K 0.17% 104
2022
Q3 		$483K Buy
4,467
+114
+3% +$13.2K 0.2% 102
2022
Q2 		$478K Sell
4,353
-250
-5% -$26.5K 0.19% 95
2022
Q1 		$528K Hold
4,603
– – 0.15% 108
2021
Q4 		$580K Sell
4,603
-386
-8% -$48.1K 0.16% 105
2021
Q3 		$581K Buy
4,989
+455
+10% +$53K 0.15% 125
2021
Q2 		$474K Buy
+4,534
New +$454K 0.13% 139

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

West Family Investments's TRI Position: Q1 2026 in Review

West Family Investments sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 4,253 shares — an estimated $570K sold.

West Family Investments first reported a position in TRI in Q2 2021 and held it in 19 quarters. The position peaked at $857K in Q2 2025. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • West Family Investments reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 4,253 Thomson Reuters shares in Q1 2026, an estimated $570K.
  • West Family Investments first reported a position in Thomson Reuters in Q2 2021 and held it in 19 quarters.
  • West Family Investments's Thomson Reuters position peaked at $857K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.