LNWWM
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Laird Norton Wetherby Wealth Management’s Thomson Reuters TRI Stock Holding History

Laird Norton Wetherby 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 		$2.88M Hold
18,234
– – 0.12% 160
2025
Q2 		$3.72M Buy
+18,234
New +$3.47M 0.17% 112
2024
Q4 		$2.9M Sell
17,775
-611
-3% -$103K 0.14% 137
2024
Q3 		$3.19M Buy
18,386
+426
+2% +$71.9K 0.15% 132
2024
Q2 		$3.08M Sell
17,960
-238
-1% -$39.5K 0.15% 132
2024
Q1 		$2.88M Buy
18,198
+75
+0.4% +$11.7K 0.14% 139
2023
Q4 		$2.69M Buy
18,123
+39
+0.2% +$5.27K 0.14% 140
2023
Q3 		$2.25M Sell
18,084
-118
-0.6% -$15.6K 0.13% 155
2023
Q2 		$2.49M Buy
18,202
+583
+3% +$78.2K 0.13% 145
2023
Q1 		$2.42M Buy
17,619
+649
+4% +$82.7K 0.14% 141
2022
Q4 		$2.04M Sell
16,970
-1,009
-6% -$116K 0.13% 167
2022
Q3 		$1.94M Buy
17,979
+3,284
+22% +$381K 0.14% 152
2022
Q2 		$1.61M Sell
14,695
-299
-2% -$31.7K 0.11% 190
2022
Q1 		$1.72M Buy
14,994
+1,181
+9% +$132K 0.1% 195
2021
Q4 		$1.74M Buy
13,813
+496
+4% +$61.8K 0.1% 192
2021
Q3 		$1.55M Buy
13,317
+205
+2% +$23.9K 0.1% 196
2021
Q2 		$1.37M Buy
13,112
+655
+5% +$65.7K 0.08% 224
2021
Q1 		$1.15M Buy
12,457
+28
+0.2% +$2.49K 0.09% 228
2020
Q4 		$1.07M Buy
12,429
+169
+1% +$14.5K 0.07% 251
2020
Q3 		$1.03M Buy
12,260
+2,185
+22% +$170K 0.09% 215
2020
Q2 		$721K Buy
10,075
+1,866
+23% +$135K 0.07% 277
2020
Q1 		$587K Buy
8,209
+724
+10% +$56.4K 0.07% 287
2019
Q4 		$565K Sell
7,485
-267
-3% -$19.4K 0.06% 373
2019
Q3 		$546K Buy
7,752
+474
+7% +$33.7K 0.06% 369
2019
Q2 		$494K Sell
7,278
-98
-1% -$6.49K 0.05% 399
2019
Q1 		$460K Buy
7,376
+970
+15% +$54.2K 0.06% 385
2018
Q4 		$326K Buy
6,406
+974
+18% +$52.2K 0.05% 440
2018
Q3 		$288K Buy
5,432
+931
+21% +$46.6K 0.04% 508
2018
Q2 		$210K Sell
4,501
-507
-10% -$23.3K 0.03% 595
2018
Q1 		$225K Buy
5,008
+367
+8% +$17.5K 0.03% 573
2017
Q4 		$234K Buy
4,641
+629
+16% +$32.9K 0.03% 546
2017
Q3 		$214K Buy
+4,012
New +$214K 0.03% 548

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

Laird Norton Wetherby Wealth Management's TRI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Thomson Reuters (TRI) position steady in Q3 2025 at 18,234 shares worth $2.88M. The position accounts for 0.12% of the portfolio, ranked #160.

Laird Norton Wetherby Wealth Management first reported a position in TRI in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.72M in Q2 2025. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 18,234 shares of Thomson Reuters worth $2.88M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Thomson Reuters share count unchanged in Q3 2025.
  • Thomson Reuters made up 0.12% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #160 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Thomson Reuters in Q3 2017 and has held it in 32 quarters since.
  • Laird Norton Wetherby Wealth Management's Thomson Reuters position peaked at $3.72M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.