IC
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IEQ Capital’s Thomson Reuters TRI Stock Holding History

IEQ Capital’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 		$448K Sell
4,900
-2,653
-35% -$280K ﹤0.01% 1358
2025
Q4 		$1.01M Buy
7,553
+3,235
+75% +$468K ﹤0.01% 1039
2025
Q3 		$681K Buy
4,318
+1,431
+50% +$267K ﹤0.01% 1167
2025
Q2 		$590K Buy
2,887
+1,358
+89% +$259K ﹤0.01% 1091
2025
Q1 		$268K Sell
1,529
-23
-1% -$3.97K ﹤0.01% 1234
2024
Q4 		$253K Sell
1,552
-65
-4% -$10.9K ﹤0.01% 1092
2024
Q3 		$280K Buy
1,617
+216
+15% +$36.5K ﹤0.01% 948
2024
Q2 		$240K Sell
1,401
-141
-9% -$23.4K ﹤0.01% 861
2024
Q1 		$244K Buy
1,542
+78
+5% +$12.1K ﹤0.01% 822
2023
Q4 		$217K Buy
+1,464
New +$198K ﹤0.01% 818

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
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
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return