Westwood Holdings Group’s Thomson Reuters TRI Stock Holding History

Westwood Holdings Group’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	$236K	Buy	2,889 +45	+2%	+$3.93K	﹤0.01%	605
2026 Q1	$260K	Hold	2,844	–	–	﹤0.01%	437
2025 Q4	$381K	Sell	2,844 -1	-0%	-$145	﹤0.01%	434
2025 Q3	$449K	Buy	2,845 +1	+0%	+$187	﹤0.01%	427
2025 Q2	$581K	Sell	2,844 -17	-0.6%	-$3.24K	﹤0.01%	408
2025 Q1	$502K	Buy	2,861 +17	+0.6%	+$2.94K	﹤0.01%	396
2024 Q4	$463K	Hold	2,844	–	–	﹤0.01%	414
2024 Q3	$493K	Hold	2,844	–	–	﹤0.01%	398
2024 Q2	$487K	Hold	2,844	–	–	﹤0.01%	389
2024 Q1	$450K	Hold	2,844	–	–	﹤0.01%	406
2023 Q4	$422K	Hold	2,844	–	–	﹤0.01%	402
2023 Q3	$353K	Sell	2,844 -2	-0.1%	-$264	﹤0.01%	402
2023 Q2	$390K	Sell	2,846 -1	-0%	-$134	﹤0.01%	423
2023 Q1	$390K	Hold	2,847	–	–	﹤0.01%	428
2022 Q4	$342K	Buy	2,847 +949	+50%	+$109K	﹤0.01%	454
2022 Q3	$205K	Hold	1,898	–	–	﹤0.01%	439
2022 Q2	$208K	Sell	1,898 -949	-33%	-$101K	﹤0.01%	440
2022 Q1	$327K	Sell	2,847 -10	-0.4%	-$1.12K	﹤0.01%	406
2021 Q4	$360K	Buy	+2,857	New	+$356K	﹤0.01%	400

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

Westwood Holdings Group's TRI Position: Q2 2026 in Review

Westwood Holdings Group increased its Thomson Reuters (TRI) stake by 1.6% in Q2 2026, buying an estimated $3.93K and bringing the position to 2,889 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Westwood Holdings Group first reported a position in TRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $581K in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Westwood Holdings Group held 2,889 shares of Thomson Reuters worth $236K as of Q2 2026.
Westwood Holdings Group bought 45 Thomson Reuters shares in Q2 2026, an estimated $3.93K.
Thomson Reuters made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #605 holding.
Westwood Holdings Group first reported a position in Thomson Reuters in Q4 2021 and has held it in 19 quarters since.
Westwood Holdings Group's Thomson Reuters position peaked at $581K in Q2 2025.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.