WhitTier Trust Company’s Thomson Reuters TRI Stock Holding History

WhitTier Trust Company’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
2025 Q3	–	Sell	-77	Closed	-$15.7K	–	1481
2025 Q2	$15.7K	Hold	77	–	–	﹤0.01%	1054
2025 Q1	$13.5K	Buy	+77	New	+$13.3K	﹤0.01%	1062
2023 Q2	–	Sell	-103	Closed	-$14.2K	–	1189
2023 Q1	$14.2K	Sell	103 -48	-32%	-$6.12K	﹤0.01%	910
2022 Q4	$18.1K	Buy	151 +34	+29%	+$3.92K	﹤0.01%	854
2022 Q3	$13K	Sell	117 -41	-26%	-$4.75K	﹤0.01%	886
2022 Q2	$17K	Hold	158	–	–	﹤0.01%	840
2022 Q1	$18K	Hold	158	–	–	﹤0.01%	831
2021 Q4	$20K	Buy	158 +105	+198%	+$13.1K	﹤0.01%	810
2021 Q3	$6K	Buy	+53	New	+$6.18K	﹤0.01%	994
2019 Q3	–	Sell	-88	Closed	-$6K	–	1012
2019 Q2	$6K	Hold	88	–	–	﹤0.01%	897
2019 Q1	$6K	Hold	88	–	–	﹤0.01%	899
2018 Q4	$4K	Buy	88 +8	+10%	+$429	﹤0.01%	958
2018 Q3	$4K	Hold	80	–	–	﹤0.01%	894
2018 Q2	$4K	Hold	80	–	–	﹤0.01%	897
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	935
2017 Q4	$4K	Hold	80	–	–	﹤0.01%	909
2017 Q3	$4K	Hold	80	–	–	﹤0.01%	905
2017 Q2	$4K	Hold	80	–	–	﹤0.01%	855
2017 Q1	$4K	Hold	80	–	–	﹤0.01%	875
2016 Q4	$4K	Buy	+80	New	+$3.9K	﹤0.01%	894

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

WhitTier Trust Company's TRI Position: Q3 2025 in Review

WhitTier Trust Company sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 77 shares — an estimated $15.7K sold.

WhitTier Trust Company first reported a position in TRI in Q4 2016 and held it in 20 quarters. The position peaked at $20K in Q4 2021. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

WhitTier Trust Company reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 77 Thomson Reuters shares in Q3 2025, an estimated $15.7K.
WhitTier Trust Company first reported a position in Thomson Reuters in Q4 2016 and held it in 20 quarters.
WhitTier Trust Company's Thomson Reuters position peaked at $20K in Q4 2021.
522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.