Crestwood Advisors Group’s Thomson Reuters TRI Stock Holding History

Crestwood Advisors 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
2025 Q3	–	Sell	-1,026	Closed	-$210K	–	587
2025 Q2	$210K	Buy	+1,026	New	+$195K	﹤0.01%	510
2017 Q2	–	Sell	-1,761	Closed	-$91K	–	401
2017 Q1	$91K	Buy	+1,761	New	+$89.9K	0.01%	205

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JFL

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

Crestwood Advisors Group's TRI Position: Q3 2025 in Review

Crestwood Advisors Group sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,026 shares — an estimated $210K sold.

Crestwood Advisors Group first reported a position in TRI in Q1 2017 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Crestwood Advisors Group reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Crestwood Advisors Group sold 1,026 Thomson Reuters shares in Q3 2025, an estimated $210K.
Crestwood Advisors Group first reported a position in Thomson Reuters in Q1 2017 and held it in 2 quarters.
Crestwood Advisors Group's Thomson Reuters position peaked at $210K in Q2 2025.
521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Crestwood Advisors Group's 13F filing for Q3 2025, filed 7 Nov 2025.