Crewe Advisors’s Thomson Reuters TRI Stock Holding History

Crewe Advisors’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	$20.6K	Sell	225 -291	-56%	-$30.7K	﹤0.01%	511
2025 Q4	$69.1K	Sell	516 -106	-17%	-$15.3K	0.01%	330
2025 Q3	$98.2K	Buy	+622	New	+$116K	0.01%	301
2024 Q3	–	Sell	-837	Closed	-$143K	–	975
2024 Q2	$143K	Sell	837 -34	-4%	-$5.64K	0.02%	222
2024 Q1	$138K	Buy	+871	New	+$136K	0.02%	227
2023 Q3	–	Sell	-1,360	Closed	-$186K	–	885
2023 Q2	$186K	Sell	1,360 -93	-6%	-$12.5K	0.03%	147
2023 Q1	$199K	Buy	1,453 +16	+1%	+$2.04K	0.03%	158
2022 Q4	$173K	Hold	1,437	–	–	0.03%	168
2022 Q3	$155K	Hold	1,437	–	–	0.03%	174
2022 Q2	$158K	Buy	+1,437	New	+$152K	0.03%	161

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 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

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return