FFA
TRI icon

Farther Finance Advisors’s Thomson Reuters TRI Stock Holding History

Farther Finance 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 		$315K Sell
3,517
-428
-11% -$45.1K ﹤0.01% 1700
2025
Q4 		$528K Sell
3,945
-113
-3% -$16.4K 0.01% 1273
2025
Q3 		$640K Sell
4,058
-53
-1% -$9.89K 0.01% 949
2025
Q2 		$840K Sell
4,111
-226
-5% -$43K 0.02% 674
2025
Q1 		$767K Sell
4,337
-140
-3% -$24.2K 0.02% 613
2024
Q4 		$729K Sell
4,477
-333
-7% -$56.1K 0.03% 470
2024
Q3 		$833K Sell
4,810
-728
-13% -$123K 0.03% 404
2024
Q2 		$945K Buy
5,538
+48
+0.9% +$7.96K 0.05% 316
2024
Q1 		$866K Sell
5,490
-4,307
-44% -$670K 0.05% 283
2023
Q4 		$1.46M Buy
9,797
+8,259
+537% +$1.12M 0.1% 179
2023
Q3 		$191K Buy
1,538
+1,529
+16,989% +$202K 0.03% 401
2023
Q2 		$1.22K Hold
9
– – ﹤0.01% 1912
2023
Q1 		$1.17K Hold
9
– – ﹤0.01% 1809
2022
Q4 		$1.14K Buy
+9
New +$1.04K ﹤0.01% 1616

Other funds holding TRI

TWC
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
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return