Westbourne Investment Advisors’s Thomson Reuters TRI Stock Holding History

Westbourne Investment Advisors’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	-1,909	Closed	-$256K	–	119
2025 Q4	$256K	Hold	1,909	–	–	0.07%	99
2025 Q3	$301K	Hold	1,909	–	–	0.08%	99
2025 Q2	$390K	Hold	1,909	–	–	0.12%	82
2025 Q1	$335K	Hold	1,909	–	–	0.12%	69
2024 Q4	$311K	Hold	1,909	–	–	0.11%	72
2024 Q3	$331K	Hold	1,909	–	–	0.12%	73
2024 Q2	$327K	Hold	1,909	–	–	0.12%	73
2024 Q1	$302K	Hold	1,909	–	–	0.11%	78
2023 Q4	$284K	Hold	1,909	–	–	0.11%	77
2023 Q3	$237K	Hold	1,909	–	–	0.11%	81
2023 Q2	$262K	Sell	1,909 -2	-0.1%	-$268	0.12%	82
2023 Q1	$262K	Hold	1,911	–	–	0.13%	83
2022 Q4	$230K	Hold	1,911	–	–	0.12%	84
2022 Q3	$207K	Hold	1,911	–	–	0.11%	88
2022 Q2	$210K	Hold	1,911	–	–	0.13%	76
2022 Q1	$219K	Hold	1,911	–	–	0.09%	88
2021 Q4	$241K	Buy	+1,911	New	+$238K	0.09%	93

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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Westbourne Investment Advisors's TRI Position: Q1 2026 in Review

Westbourne Investment Advisors sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,909 shares — an estimated $256K sold.

Westbourne Investment Advisors first reported a position in TRI in Q4 2021 and held it in 17 quarters. The position peaked at $390K in Q2 2025. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Westbourne Investment Advisors reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Westbourne Investment Advisors sold 1,909 Thomson Reuters shares in Q1 2026, an estimated $256K.
Westbourne Investment Advisors first reported a position in Thomson Reuters in Q4 2021 and held it in 17 quarters.
Westbourne Investment Advisors's Thomson Reuters position peaked at $390K in Q2 2025.
471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.