CX Institutional
TRI icon

CX Institutional’s Thomson Reuters TRI Stock Holding History

CX Institutional’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
Q3 		– Sell
-35
Closed -$3K – 1735
2026
Q2 		$3K Hold
35
– – ﹤0.01% 1435
2026
Q1 		$3K Hold
35
– – ﹤0.01% 1422
2025
Q4 		$5K Buy
+35
New +$5.07K ﹤0.01% 1284

Other funds holding TRI

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davis Rea
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

CX Institutional's TRI Position: Q3 2026 in Review

CX Institutional sold out of Thomson Reuters (TRI) in Q3 2026, closing a stake of 35 shares — an estimated $3K sold.

CX Institutional first reported a position in TRI in Q4 2025 and held it in 3 quarters. The position peaked at $5K in Q4 2025. 88 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • CX Institutional reported no remaining Thomson Reuters position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 35 Thomson Reuters shares in Q3 2026, an estimated $3K.
  • CX Institutional first reported a position in Thomson Reuters in Q4 2025 and held it in 3 quarters.
  • CX Institutional's Thomson Reuters position peaked at $5K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.