Cresset Asset Management’s Thomson Reuters TRI Stock Holding History

Cresset Asset Management’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 Q3	–	Sell	-1,121	Closed	-$229K	–	1589
2025 Q2	$229K	Sell	1,121 -523	-32%	-$99.6K	﹤0.01%	1245
2025 Q1	$288K	Sell	1,644 -493	-23%	-$85.1K	﹤0.01%	1339
2024 Q4	$348K	Sell	2,137 -4,889	-70%	-$824K	﹤0.01%	1275
2024 Q3	$1.22M	Buy	7,026 +98	+1%	+$16.5K	﹤0.01%	1064
2024 Q2	$1.19M	Buy	6,928 +613	+10%	+$102K	0.01%	981
2024 Q1	$999K	Buy	6,315 +1,348	+27%	+$210K	﹤0.01%	980
2023 Q4	$739K	Buy	4,967 +177	+4%	+$23.9K	﹤0.01%	1022
2023 Q3	$596K	Sell	4,790 -78	-2%	-$10.3K	﹤0.01%	1094
2023 Q2	$668K	Buy	+4,868	New	+$653K	﹤0.01%	1127

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Cresset Asset Management's TRI Position: Q3 2025 in Review

Cresset Asset Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,121 shares — an estimated $229K sold.

Cresset Asset Management first reported a position in TRI in Q2 2023 and held it in 9 quarters. The position peaked at $1.22M in Q3 2024. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Cresset Asset Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Cresset Asset Management sold 1,121 Thomson Reuters shares in Q3 2025, an estimated $229K.
Cresset Asset Management first reported a position in Thomson Reuters in Q2 2023 and held it in 9 quarters.
Cresset Asset Management's Thomson Reuters position peaked at $1.22M in Q3 2024.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Cresset Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.