Westside Investment Management’s Thomson Reuters TRI Stock Holding History

Westside Investment Management’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	$27.1K	Sell	332 -1	-0.3%	-$87	﹤0.01%	817
2026 Q1	$30.5K	Hold	333	–	–	﹤0.01%	732
2025 Q4	$42.7K	Hold	333	–	–	0.01%	589
2025 Q3	$51.6K	Buy	333 +167	+101%	+$31.2K	0.01%	531
2025 Q2	$34.1K	Buy	+166	New	+$31.6K	0.01%	527
2018 Q4	–	Sell	-90	Closed	-$4.76K	–	806
2018 Q3	$4.76K	Buy	+90	New	+$4.51K	﹤0.01%	598

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

Westside Investment Management's TRI Position: Q2 2026 in Review

Westside Investment Management reduced its Thomson Reuters (TRI) stake by 0.3% in Q2 2026, selling an estimated $87 and leaving 332 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Westside Investment Management first reported a position in TRI in Q3 2018 and has held it in 6 quarters since. The position peaked at $51.6K in Q3 2025. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Westside Investment Management held 332 shares of Thomson Reuters worth $27.1K as of Q2 2026.
Westside Investment Management sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
Thomson Reuters made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #817 holding.
Westside Investment Management first reported a position in Thomson Reuters in Q3 2018 and has held it in 6 quarters since.
Westside Investment Management's Thomson Reuters position peaked at $51.6K in Q3 2025.
422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.