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Kathmere Capital Management’s Thomson Reuters TRI Stock Holding History

Kathmere Capital 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
Q3 		– Sell
-1,158
Closed -$237K – 552
2025
Q2 		$237K Buy
+1,158
New +$221K 0.02% 416

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Vanguard Group
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TD Asset Management
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TFHU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Kathmere Capital Management's TRI Position: Q3 2025 in Review

Kathmere Capital Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,158 shares — an estimated $237K sold.

Kathmere Capital Management first reported a position in TRI in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Kathmere Capital Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 1,158 Thomson Reuters shares in Q3 2025, an estimated $237K.
  • Kathmere Capital Management first reported a position in Thomson Reuters in Q2 2025 and held it in 1 quarter.
  • Kathmere Capital Management's Thomson Reuters position peaked at $237K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Kathmere Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.