Creative Financial Designs’s Thomson Reuters TRI Stock Holding History

Creative Financial Designs’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	$1.63K	Sell	20 -25	-56%	-$2.18K	﹤0.01%	1938
2026 Q1	$4.14K	Buy	45 +6	+15%	+$633	﹤0.01%	1625
2025 Q4	$5.28K	Hold	39	–	–	﹤0.01%	1507
2025 Q3	$6.21K	Hold	39	–	–	﹤0.01%	1477
2025 Q2	$8.04K	Sell	39 -13	-25%	-$2.48K	﹤0.01%	1400
2025 Q1	$9.16K	Buy	52 +13	+33%	+$2.24K	﹤0.01%	1322
2024 Q4	$6.42K	Hold	39	–	–	﹤0.01%	1367
2024 Q3	$6.82K	Hold	39	–	–	﹤0.01%	1302
2024 Q2	$6.74K	Hold	39	–	–	﹤0.01%	1262
2024 Q1	$6.23K	Hold	39	–	–	﹤0.01%	1266
2023 Q4	$5.85K	Hold	39	–	–	﹤0.01%	1234
2023 Q3	$4.89K	Hold	39	–	–	﹤0.01%	1195
2023 Q2	$5.4K	Sell	39 -1	-3%	-$134	﹤0.01%	1163
2023 Q1	$5.46K	Hold	40	–	–	﹤0.01%	1090
2022 Q4	$4.79K	Hold	40	–	–	﹤0.01%	1046
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	1090
2022 Q2	$4K	Sell	40 -68	-63%	-$7.2K	﹤0.01%	1066
2022 Q1	$12K	Buy	108 +40	+59%	+$4.46K	﹤0.01%	875
2021 Q4	$9K	Buy	+68	New	+$8.47K	﹤0.01%	929

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

Creative Financial Designs's TRI Position: Q2 2026 in Review

Creative Financial Designs reduced its Thomson Reuters (TRI) stake by 56% in Q2 2026, selling an estimated $2.18K and leaving 20 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Creative Financial Designs first reported a position in TRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q1 2022. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Creative Financial Designs held 20 shares of Thomson Reuters worth $1.63K as of Q2 2026.
Creative Financial Designs sold 25 Thomson Reuters shares in Q2 2026, an estimated $2.18K.
Thomson Reuters made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1938 holding.
Creative Financial Designs first reported a position in Thomson Reuters in Q4 2021 and has held it in 19 quarters since.
Creative Financial Designs's Thomson Reuters position peaked at $12K in Q1 2022.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.