HB Wealth Management’s Thomson Reuters TRI Stock Holding History

HB Wealth Management’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	–	Sell	-1,550	Closed	-$244K	–	1453
2025 Q3	$244K	Sell	1,550 -23	-1%	-$4.29K	﹤0.01%	1178
2025 Q2	$322K	Buy	1,573 +156	+11%	+$29.7K	﹤0.01%	912
2025 Q1	$249K	Buy	+1,417	New	+$245K	﹤0.01%	1044

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

HB Wealth Management's TRI Position: Q4 2025 in Review

HB Wealth Management sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,550 shares — an estimated $244K sold.

HB Wealth Management first reported a position in TRI in Q1 2025 and held it in 3 quarters. The position peaked at $322K in Q2 2025. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

HB Wealth Management reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
HB Wealth Management sold 1,550 Thomson Reuters shares in Q4 2025, an estimated $244K.
HB Wealth Management first reported a position in Thomson Reuters in Q1 2025 and held it in 3 quarters.
HB Wealth Management's Thomson Reuters position peaked at $322K in Q2 2025.
504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.