Financial Advocates Investment Management’s Thomson Reuters TRI Stock Holding History

Financial Advocates Investment Management’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	-2,602	Closed	-$531K	–	553
2025 Q2	$531K	Buy	2,602 +1,277	+96%	+$243K	0.04%	347
2025 Q1	$232K	Sell	1,325 -173	-12%	-$29.9K	0.02%	634
2024 Q4	$244K	Buy	1,498 +147	+11%	+$24.8K	0.01%	651
2024 Q3	$234K	Sell	1,351 -1,574	-54%	-$266K	0.01%	676
2024 Q2	$501K	Buy	2,925 +26	+0.9%	+$4.31K	0.03%	434
2024 Q1	$459K	Buy	2,899 +28	+1%	+$4.36K	0.03%	470
2023 Q4	$428K	Buy	2,871 +143	+5%	+$19.3K	0.03%	460
2023 Q3	$340K	Buy	2,728 +96	+4%	+$12.7K	0.02%	492
2023 Q2	$361K	Buy	2,632 +65	+3%	+$8.72K	0.03%	469
2023 Q1	$352K	Buy	+2,567	New	+$327K	0.03%	506

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFC

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

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Financial Advocates Investment Management's TRI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 2,602 shares — an estimated $531K sold.

Financial Advocates Investment Management first reported a position in TRI in Q1 2023 and held it in 10 quarters. The position peaked at $531K in Q2 2025. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Financial Advocates Investment Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 2,602 Thomson Reuters shares in Q3 2025, an estimated $531K.
Financial Advocates Investment Management first reported a position in Thomson Reuters in Q1 2023 and held it in 10 quarters.
Financial Advocates Investment Management's Thomson Reuters position peaked at $531K in Q2 2025.
522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.