FFO
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Fiduciary Family Office’s Thomson Reuters TRI Stock Holding History

Fiduciary Family Office’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
-1,020
Closed -$208K – 201
2025
Q2 		$208K Buy
+1,020
New +$194K 0.07% 182
2024
Q4 		– Sell
-1,180
Closed -$205K – 233
2024
Q3 		$205K Sell
1,180
-2,599
-69% -$439K 0.07% 200
2024
Q2 		$647K Sell
3,779
-1
-0% -$166 0.26% 103
2024
Q1 		$598K Buy
3,780
+704
+23% +$110K 0.23% 119
2023
Q4 		$457K Buy
+3,076
New +$415K 0.2% 127

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return
SFC
SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fiduciary Family Office's TRI Position: Q3 2025 in Review

Fiduciary Family Office sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,020 shares — an estimated $208K sold.

Fiduciary Family Office first reported a position in TRI in Q4 2023 and held it in 5 quarters. The position peaked at $647K in Q2 2024. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Fiduciary Family Office reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 1,020 Thomson Reuters shares in Q3 2025, an estimated $208K.
  • Fiduciary Family Office first reported a position in Thomson Reuters in Q4 2023 and held it in 5 quarters.
  • Fiduciary Family Office's Thomson Reuters position peaked at $647K in Q2 2024.
  • 523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Fiduciary Family Office's 13F filing for Q3 2025, filed 29 Oct 2025.