Cary Street Partners Investment Advisory’s Thomson Reuters TRI Stock Holding History

Cary Street Partners Investment Advisory’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	-1,010	Closed	-$206K	–	634
2025 Q2	$206K	Buy	+1,010	New	+$192K	0.1%	238
2023 Q4	–	Sell	-52	Closed	-$6.48K	–	1706
2023 Q3	$6.48K	Hold	52	–	–	﹤0.01%	1417
2023 Q2	$7.15K	Sell	52 -1	-2%	-$134	﹤0.01%	1318
2023 Q1	$7.29K	Hold	53	–	–	﹤0.01%	1224
2022 Q4	$6.39K	Buy	+53	New	+$6.11K	﹤0.01%	1267

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

Cary Street Partners Investment Advisory's TRI Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,010 shares — an estimated $206K sold.

Cary Street Partners Investment Advisory first reported a position in TRI in Q4 2022 and held it in 5 quarters. The position peaked at $206K in Q2 2025. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Cary Street Partners Investment Advisory reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,010 Thomson Reuters shares in Q3 2025, an estimated $206K.
Cary Street Partners Investment Advisory first reported a position in Thomson Reuters in Q4 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Thomson Reuters position peaked at $206K in Q2 2025.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.