KWM
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Kaydan Wealth Management’s Thomson Reuters TRI Stock Holding History

Kaydan 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
Q3 		– Sell
-1,055
Closed -$216K – 118
2025
Q2 		$216K Buy
+1,055
New +$201K 0.07% 104

Other funds holding TRI

TWC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Kaydan Wealth Management's TRI Position: Q3 2025 in Review

Kaydan Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,055 shares — an estimated $216K sold.

Kaydan Wealth Management first reported a position in TRI in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Kaydan Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 1,055 Thomson Reuters shares in Q3 2025, an estimated $216K.
  • Kaydan Wealth Management first reported a position in Thomson Reuters in Q2 2025 and held it in 1 quarter.
  • Kaydan Wealth Management's Thomson Reuters position peaked at $216K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Kaydan Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.