Axxcess Wealth Management’s Thomson Reuters TRI Stock Holding History

Axxcess Wealth 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
2025 Q3	–	Sell	-1,061	Closed	-$217K	–	969
2025 Q2	$217K	Sell	1,061 -179	-14%	-$34.1K	0.01%	826
2025 Q1	$218K	Sell	1,240 -1,643	-57%	-$284K	0.01%	789
2024 Q4	$470K	Sell	2,883 -138	-5%	-$23.2K	0.01%	558
2024 Q3	$523K	Buy	3,021 +134	+5%	+$22.6K	0.01%	541
2024 Q2	$494K	Sell	2,887 -4,679	-62%	-$776K	0.01%	523
2024 Q1	$1.2M	Sell	7,566 -261	-3%	-$40.6K	0.03%	336
2023 Q4	$1.16M	Sell	7,827 -1,070	-12%	-$145K	0.03%	329
2023 Q3	$1.11M	Buy	8,897 +6,405	+257%	+$844K	0.04%	301
2023 Q2	$342K	Sell	2,492 -2,218	-47%	-$298K	0.02%	424
2023 Q1	$646K	Buy	4,710 +279	+6%	+$35.6K	0.05%	319
2022 Q4	$533K	Buy	+4,431	New	+$511K	0.04%	348

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

Axxcess Wealth Management's TRI Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,061 shares — an estimated $217K sold.

Axxcess Wealth Management first reported a position in TRI in Q4 2022 and held it in 11 quarters. The position peaked at $1.2M in Q1 2024. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Axxcess Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 1,061 Thomson Reuters shares in Q3 2025, an estimated $217K.
Axxcess Wealth Management first reported a position in Thomson Reuters in Q4 2022 and held it in 11 quarters.
Axxcess Wealth Management's Thomson Reuters position peaked at $1.2M in Q1 2024.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.