FAFN
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First Affirmative Financial Network’s Thomson Reuters TRI Stock Holding History

First Affirmative Financial Network’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 		$366K Sell
2,318
-152
-6% -$28.4K 0.17% 147
2025
Q2 		$505K Buy
2,470
+43
+2% +$8.19K 0.26% 103
2025
Q1 		$426K Buy
2,427
+261
+12% +$45.1K 0.26% 108
2024
Q4 		$353K Buy
2,166
+284
+15% +$47.8K 0.2% 134
2024
Q3 		$326K Buy
1,882
+399
+27% +$67.4K 0.18% 155
2024
Q2 		$254K Buy
1,483
+29
+2% +$4.81K 0.18% 180
2024
Q1 		$230K Sell
1,454
-97
-6% -$15.1K 0.17% 199
2023
Q4 		$230K Sell
1,551
-154
-9% -$20.8K 0.18% 188
2023
Q3 		$212K Sell
1,705
-64
-4% -$8.44K 0.21% 170
2023
Q2 		$243K Sell
1,769
-161
-8% -$21.6K 0.24% 137
2023
Q1 		$265K Sell
1,930
-374
-16% -$47.7K 0.31% 100
2022
Q4 		$277K Sell
2,304
-675
-23% -$77.8K 0.34% 95
2022
Q3 		$322K Sell
2,979
-625
-17% -$72.5K 0.41% 73
2022
Q2 		$396K Sell
3,604
-477
-12% -$50.5K 0.45% 59
2022
Q1 		$468K Buy
4,081
+60
+1% +$6.7K 0.45% 58
2021
Q4 		$507K Buy
4,021
+206
+5% +$25.7K 0.46% 53
2021
Q3 		$444K Buy
+3,815
New +$445K 0.46% 56

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
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