DZ Bank

DZ Bank’s Thomson Reuters TRI Stock Holding History

DZ Bank’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	$70	Buy	+1	New	+$105	﹤0.01%	994
2025 Q1	–	Sell	-16,699	Closed	-$2.72M	–	1032
2024 Q4	$2.72M	Hold	16,699	–	–	﹤0.01%	520
2024 Q3	$2.9M	Hold	16,699	–	–	﹤0.01%	538
2024 Q2	$2.86M	Hold	16,699	–	–	﹤0.01%	541
2024 Q1	$2.64M	Buy	+16,699	New	+$2.6M	﹤0.01%	554
2021 Q3	–	Sell	-15,287	Closed	-$1.6M	–	1003
2021 Q2	$1.6M	Buy	+15,287	New	+$1.53M	﹤0.01%	627
2018 Q4	–	Sell	-1,569	Closed	-$82K	–	813
2018 Q3	$82K	Sell	1,569 -20,791	-93%	-$1.04M	﹤0.01%	738
2018 Q2	$1.05M	Sell	22,360 -6,173	-22%	-$284K	﹤0.01%	561
2018 Q1	$1.28M	Sell	28,533 -59,828	-68%	-$2.86M	0.01%	608
2017 Q4	$4.48M	Buy	88,361 +2,547	+3%	+$133K	0.02%	388
2017 Q3	$4.56M	Hold	85,814	–	–	0.02%	386
2017 Q2	$4.6M	Sell	85,814 -55,547	-39%	-$2.85M	0.02%	364
2017 Q1	$7.08M	Sell	141,361 -8,917	-6%	-$455K	0.03%	298
2016 Q4	$7.63M	Buy	+150,278	New	+$7.33M	0.04%	273

Other funds holding TRI

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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