Grunden Financial Advisory’s Thomson Reuters TRI Stock Holding History

Grunden Financial Advisory’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 Q4	$209K	Hold	1,558	–	–	0.08%	32
2025 Q3	$246K	Hold	1,558	–	–	0.1%	29
2025 Q2	$318K	Hold	1,558	–	–	0.14%	23
2025 Q1	$273K	Hold	1,558	–	–	0.13%	21
2024 Q4	$254K	Hold	1,558	–	–	0.12%	22
2024 Q3	$270K	Hold	1,558	–	–	0.13%	21
2024 Q2	$267K	Hold	1,558	–	–	0.14%	21
2024 Q1	$247K	Hold	1,558	–	–	0.13%	22
2023 Q4	$231K	Buy	+1,558	New	+$210K	0.13%	23

Other funds holding TRI

TWC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

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

Grunden Financial Advisory's TRI Position: Q4 2025 in Review

Grunden Financial Advisory held its Thomson Reuters (TRI) position steady in Q4 2025 at 1,558 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #32.

Grunden Financial Advisory first reported a position in TRI in Q4 2023 and has held it in 9 quarters since. The position peaked at $318K in Q2 2025. 502 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Grunden Financial Advisory held 1,558 shares of Thomson Reuters worth $209K as of Q4 2025.
Grunden Financial Advisory left its Thomson Reuters share count unchanged in Q4 2025.
Thomson Reuters made up 0.08% of Grunden Financial Advisory's portfolio in Q4 2025, its #32 holding.
Grunden Financial Advisory first reported a position in Thomson Reuters in Q4 2023 and has held it in 9 quarters since.
Grunden Financial Advisory's Thomson Reuters position peaked at $318K in Q2 2025.
502 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.