Continuum Advisory’s Thomson Reuters TRI Stock Holding History

Continuum 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 Q2	–	Sell	-570	Closed	-$100K	–	1469
2025 Q1	$100K	Buy	570 +7	+1%	+$1.21K	0.01%	527
2024 Q4	$91.7K	Hold	563	–	–	0.01%	536
2024 Q3	$94.2K	Buy	563 +6	+1%	+$1.01K	0.01%	532
2024 Q2	$95.4K	Hold	557	–	–	0.01%	491
2024 Q1	$95K	Buy	+557	New	+$86.7K	0.01%	495

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

Continuum Advisory's TRI Position: Q2 2025 in Review

Continuum Advisory sold out of Thomson Reuters (TRI) in Q2 2025, closing a stake of 570 shares — an estimated $100K sold.

Continuum Advisory first reported a position in TRI in Q1 2024 and held it in 5 quarters. The position peaked at $100K in Q1 2025. 534 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Continuum Advisory reported no remaining Thomson Reuters position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 570 Thomson Reuters shares in Q2 2025, an estimated $100K.
Continuum Advisory first reported a position in Thomson Reuters in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Thomson Reuters position peaked at $100K in Q1 2025.
534 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.