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Congress Wealth Management’s TFI International TFII Stock Holding History

Congress Wealth 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
Q1 		– Sell
-1,652
Closed -$223K – 1124
2024
Q4 		$223K Buy
1,652
+139
+9% +$19.8K ﹤0.01% 828
2024
Q3 		$207K Buy
+1,513
New +$223K ﹤0.01% 815

Other funds holding TFII

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Congress Wealth Management's TFII Position: Q1 2025 in Review

Congress Wealth Management sold out of TFI International (TFII) in Q1 2025, closing a stake of 1,652 shares — an estimated $223K sold.

Congress Wealth Management first reported a position in TFII in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 258 funds tracked by Wall St. Rank hold TFII as of Q1 2025.

  • Congress Wealth Management reported no remaining TFI International position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,652 TFI International shares in Q1 2025, an estimated $223K.
  • Congress Wealth Management first reported a position in TFI International in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's TFI International position peaked at $223K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held TFI International as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.