CPG
TRI icon

Cornerstone Planning Group’s Thomson Reuters TRI Stock Holding History

Cornerstone Planning 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
2026
Q1 		$113K Hold
1,170
– – 0.02% 227
2025
Q4 		$139K Buy
1,170
+349
+43% +$50.5K 0.02% 178
2025
Q3 		$119K Sell
821
-398
-33% -$74.3K 0.02% 197
2025
Q2 		$247K Sell
1,219
-235
-16% -$44.8K 0.05% 76
2025
Q1 		$269K Sell
1,454
-741
-34% -$128K 0.06% 76
2024
Q4 		$367K Sell
2,195
-4
-0.2% -$674 0.09% 49
2024
Q3 		$372K Sell
2,199
-38
-2% -$6.41K 0.1% 49
2024
Q2 		$352K Sell
2,237
-1
-0% -$166 0.1% 58
2024
Q1 		$374K Sell
2,238
-60
-3% -$9.34K 0.12% 47
2023
Q4 		$341K Sell
2,298
-8
-0.3% -$1.08K 0.11% 56
2023
Q3 		$286K Sell
2,306
-65
-3% -$8.57K 0.11% 64
2023
Q2 		$325K Buy
+2,371
New +$318K 0.13% 65
2022
Q4 		$202K Buy
+1,637
New +$189K 0.08% 98

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 $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return