CIBC Private Wealth Group
TRI icon

CIBC Private Wealth Group’s Thomson Reuters TRI Stock Holding History

CIBC Private Wealth Group’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
Q4 		$159K Sell
1,189
-789
-40% -$114K ﹤0.01% 1301
2025
Q3 		$312K Buy
1,978
+449
+29% +$83.8K ﹤0.01% 1004
2025
Q2 		$312K Sell
1,529
-1,498
-49% -$285K ﹤0.01% 962
2025
Q1 		$498K Buy
3,027
+75
+3% +$12.9K ﹤0.01% 812
2024
Q4 		$478K Buy
2,952
+1,786
+153% +$301K ﹤0.01% 877
2024
Q3 		$202K Buy
1,166
+122
+12% +$20.6K ﹤0.01% 1181
2024
Q2 		$178K Buy
1,044
+6
+0.6% +$995 ﹤0.01% 1151
2024
Q1 		$164K Buy
+1,038
New +$162K ﹤0.01% 1202
2015
Q4 		– Sell
-14,640
Closed -$684K – 602
2015
Q3 		$684K Sell
14,640
-751
-5% -$34.2K 0.01% 487
2015
Q2 		$680K Sell
15,391
-8,586
-36% -$402K ﹤0.01% 519
2015
Q1 		$1.13M Sell
23,977
-329
-1% -$15.1K 0.01% 451
2014
Q4 		$1.14M Buy
24,306
+2,982
+14% +$132K 0.01% 454
2014
Q3 		$901K Buy
21,324
+1,167
+6% +$50.5K 0.01% 463
2014
Q2 		$851K Buy
+20,157
New +$825K 0.01% 469

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

CIBC Private Wealth Group's TRI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Thomson Reuters (TRI) stake by 40% in Q4 2025, selling an estimated $114K and leaving 1,189 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

CIBC Private Wealth Group first reported a position in TRI in Q2 2014 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2014. 500 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • CIBC Private Wealth Group held 1,189 shares of Thomson Reuters worth $159K as of Q4 2025.
  • CIBC Private Wealth Group sold 789 Thomson Reuters shares in Q4 2025, an estimated $114K.
  • Thomson Reuters made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1301 holding.
  • CIBC Private Wealth Group first reported a position in Thomson Reuters in Q2 2014 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's Thomson Reuters position peaked at $1.14M in Q4 2014.
  • 500 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.