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Kestra Investment Management’s Thomson Reuters TRI Stock Holding History

Kestra Investment 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
-3
Closed -$603 – 724
2025
Q2 		$603 Sell
3
-75
-96% -$14.3K ﹤0.01% 695
2025
Q1 		$13.6K Buy
+78
New +$13.5K ﹤0.01% 591

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return
SFC
SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Kestra Investment Management's TRI Position: Q3 2025 in Review

Kestra Investment Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 3 shares — an estimated $603 sold.

Kestra Investment Management first reported a position in TRI in Q1 2025 and held it in 2 quarters. The position peaked at $13.6K in Q1 2025. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Kestra Investment Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 3 Thomson Reuters shares in Q3 2025, an estimated $603.
  • Kestra Investment Management first reported a position in Thomson Reuters in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Thomson Reuters position peaked at $13.6K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.