AGF Management’s TFI International TFII Stock Holding History

AGF Management’s Portfolio TFII Stock Details TFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-241,416	Closed	-$18.7M	–	728
2025 Q1	$18.7M	Sell	241,416 -36,049	-13%	-$3.99M	0.1%	151
2024 Q4	$37.5M	Sell	277,465 -47,460	-15%	-$6.76M	0.19%	119
2024 Q3	$44.5M	Buy	324,925 +213,410	+191%	+$31.5M	0.23%	114
2024 Q2	$16.2M	Buy	111,515 +87,223	+359%	+$12.3M	0.09%	158
2024 Q1	$3.87M	Sell	24,292 -16,847	-41%	-$2.41M	0.02%	286
2023 Q4	$5.6M	Buy	41,139 +16,573	+67%	+$1.96M	0.03%	261
2023 Q3	$3.16M	Sell	24,566 -26,432	-52%	-$3.36M	0.02%	323
2023 Q2	$5.81M	Buy	50,998 +20,453	+67%	+$2.25M	0.04%	238
2023 Q1	$3.64M	Buy	30,545 +13,370	+78%	+$1.56M	0.03%	313
2022 Q4	$1.72M	Buy	+17,175	New	+$1.71M	0.01%	516

Other funds holding TFII

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFL

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

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AGF Management's TFII Position: Q2 2025 in Review

AGF Management sold out of TFI International (TFII) in Q2 2025, closing a stake of 241,416 shares — an estimated $18.7M sold.

AGF Management first reported a position in TFII in Q4 2022 and held it in 10 quarters. The position peaked at $44.5M in Q3 2024. 255 funds tracked by Wall St. Rank hold TFII as of Q2 2025.

AGF Management reported no remaining TFI International position as of Q2 2025 after selling out during the quarter.
AGF Management sold 241,416 TFI International shares in Q2 2025, an estimated $18.7M.
AGF Management first reported a position in TFI International in Q4 2022 and held it in 10 quarters.
AGF Management's TFI International position peaked at $44.5M in Q3 2024.
255 funds tracked by Wall St. Rank held TFI International as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.