Global Financial Private Client’s Thomson Reuters TRI Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-85	Closed	-$14.9K	–	1479
2025 Q1	$14.9K	Hold	85	–	–	0.01%	500
2024 Q4	$13.8K	Hold	85	–	–	0.01%	485
2024 Q3	$14.7K	Hold	85	–	–	0.01%	480
2024 Q2	$14.5K	Hold	85	–	–	0.01%	411
2024 Q1	$13.4K	Hold	85	–	–	0.01%	432
2023 Q4	$12.6K	Hold	85	–	–	0.01%	426
2023 Q3	$10.5K	Hold	85	–	–	0.01%	434
2023 Q2	$11.5K	Hold	85	–	–	0.01%	421
2023 Q1	$11.8K	Hold	85	–	–	0.01%	426
2022 Q4	$10.3K	Hold	85	–	–	0.01%	422
2022 Q3	$9.4K	Hold	85	–	–	0.01%	415
2022 Q2	$9.32K	Hold	85	–	–	0.01%	407
2022 Q1	$9.72K	Hold	85	–	–	﹤0.01%	409
2021 Q4	$10.8K	Buy	+85	New	+$10.6K	0.01%	385

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 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

Global Financial Private Client's TRI Position: Q2 2025 in Review

Global Financial Private Client sold out of Thomson Reuters (TRI) in Q2 2025, closing a stake of 85 shares — an estimated $14.9K sold.

Global Financial Private Client first reported a position in TRI in Q4 2021 and held it in 14 quarters. The position peaked at $14.9K in Q1 2025. 534 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Global Financial Private Client reported no remaining Thomson Reuters position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 85 Thomson Reuters shares in Q2 2025, an estimated $14.9K.
Global Financial Private Client first reported a position in Thomson Reuters in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Thomson Reuters position peaked at $14.9K in Q1 2025.
534 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.