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Focus Partners Advisor Solutions’s Thomson Reuters TRI Stock Holding History

Focus Partners Advisor Solutions’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
-1,009
Closed -$206K – 1284
2025
Q2 		$206K Buy
+1,009
New +$192K ﹤0.01% 1019

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Focus Partners Advisor Solutions's TRI Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,009 shares — an estimated $206K sold.

Focus Partners Advisor Solutions first reported a position in TRI in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Focus Partners Advisor Solutions reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 1,009 Thomson Reuters shares in Q3 2025, an estimated $206K.
  • Focus Partners Advisor Solutions first reported a position in Thomson Reuters in Q2 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Thomson Reuters position peaked at $206K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.