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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 $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

First Affirmative Financial Network's TRI Position: Q3 2025 in Review

First Affirmative Financial Network reduced its Thomson Reuters (TRI) stake by 6.2% in Q3 2025, selling an estimated $28.4K and leaving 2,318 shares worth $366K. The position accounts for 0.17% of the portfolio, ranked #147.

First Affirmative Financial Network first reported a position in TRI in Q3 2021 and has held it in 17 quarters since. The position peaked at $507K in Q4 2021. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • First Affirmative Financial Network held 2,318 shares of Thomson Reuters worth $366K as of Q3 2025.
  • First Affirmative Financial Network sold 152 Thomson Reuters shares in Q3 2025, an estimated $28.4K.
  • Thomson Reuters made up 0.17% of First Affirmative Financial Network's portfolio in Q3 2025, its #147 holding.
  • First Affirmative Financial Network first reported a position in Thomson Reuters in Q3 2021 and has held it in 17 quarters since.
  • First Affirmative Financial Network's Thomson Reuters position peaked at $507K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.