WT
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Whittier Trust’s Thomson Reuters TRI Stock Holding History

Whittier Trust’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
-611
Closed -$125K – 1609
2025
Q2 		$125K Hold
611
– – ﹤0.01% 747
2025
Q1 		$107K Buy
611
+556
+1,011% +$96K ﹤0.01% 764
2024
Q4 		$8.98K Hold
55
– – ﹤0.01% 1264
2024
Q3 		$9.55K Hold
55
– – ﹤0.01% 1269
2024
Q2 		$9.44K Buy
+55
New +$9.12K ﹤0.01% 1258
2015
Q2 		– Sell
-45
Closed -$2K – 1284
2015
Q1 		$2K Buy
+45
New +$2.07K ﹤0.01% 1174

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
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's TRI Position: Q3 2025 in Review

Whittier Trust sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 611 shares — an estimated $125K sold.

Whittier Trust first reported a position in TRI in Q1 2015 and held it in 6 quarters. The position peaked at $125K in Q2 2025. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Whittier Trust reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 611 Thomson Reuters shares in Q3 2025, an estimated $125K.
  • Whittier Trust first reported a position in Thomson Reuters in Q1 2015 and held it in 6 quarters.
  • Whittier Trust's Thomson Reuters position peaked at $125K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

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