CGC Financial Services’s Thomson Reuters TRI Stock Holding History

CGC Financial Services’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
2026 Q2	$25.3K	Hold	310	–	–	0.01%	175
2026 Q1	$28.3K	Hold	310	–	–	0.01%	156
2025 Q4	$41.5K	Hold	310	–	–	0.01%	140
2025 Q3	$48.9K	Hold	310	–	–	0.01%	127
2025 Q2	$63.4K	Hold	310	–	–	0.02%	111
2025 Q1	$54.4K	Hold	310	–	–	0.02%	109
2024 Q4	$50.5K	Hold	310	–	–	0.02%	105
2024 Q3	$53.7K	Hold	310	–	–	0.02%	105
2024 Q2	$53.1K	Hold	310	–	–	0.02%	100
2024 Q1	$49.1K	Hold	310	–	–	0.03%	104
2023 Q4	$46.1K	Hold	310	–	–	0.02%	116
2023 Q3	$38.5K	Hold	310	–	–	0.03%	100
2023 Q2	$42.5K	Buy	+310	New	+$41.6K	0.03%	102

Other funds holding TRI

TWC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CGC Financial Services's TRI Position: Q2 2026 in Review

CGC Financial Services held its Thomson Reuters (TRI) position steady in Q2 2026 at 310 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #175.

CGC Financial Services first reported a position in TRI in Q2 2023 and has held it in 13 quarters since. The position peaked at $63.4K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

CGC Financial Services held 310 shares of Thomson Reuters worth $25.3K as of Q2 2026.
CGC Financial Services left its Thomson Reuters share count unchanged in Q2 2026.
Thomson Reuters made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #175 holding.
CGC Financial Services first reported a position in Thomson Reuters in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Thomson Reuters position peaked at $63.4K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.