HM Payson & Co’s Thomson Reuters TRI Stock Holding History

HM Payson & Co’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
2026 Q1	–	Sell	-473	Closed	-$63.3K	–	1215
2025 Q4	$63.3K	Hold	473	–	–	﹤0.01%	647
2025 Q3	$74.6K	Hold	473	–	–	﹤0.01%	609
2025 Q2	$96.5K	Hold	473	–	–	﹤0.01%	537
2025 Q1	$82.9K	Hold	473	–	–	﹤0.01%	552
2024 Q4	$77K	Hold	473	–	–	﹤0.01%	574
2024 Q3	$81.9K	Hold	473	–	–	﹤0.01%	553
2024 Q2	$80.9K	Hold	473	–	–	﹤0.01%	530
2024 Q1	$74.8K	Hold	473	–	–	﹤0.01%	544
2023 Q4	$70.2K	Hold	473	–	–	﹤0.01%	543
2023 Q3	$58.7K	Hold	473	–	–	﹤0.01%	556
2023 Q2	$64.8K	Hold	473	–	–	﹤0.01%	541
2023 Q1	$64.8K	Hold	473	–	–	﹤0.01%	535
2022 Q4	$56.8K	Hold	473	–	–	﹤0.01%	541
2022 Q3	$51K	Hold	473	–	–	﹤0.01%	568
2022 Q2	$52K	Hold	473	–	–	﹤0.01%	572
2022 Q1	$54K	Hold	473	–	–	﹤0.01%	589
2021 Q4	$60K	Hold	473	–	–	﹤0.01%	578
2021 Q3	$55K	Hold	473	–	–	﹤0.01%	578
2021 Q2	$49K	Hold	473	–	–	﹤0.01%	589
2021 Q1	$44K	Buy	+473	New	+$42.1K	﹤0.01%	626

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return