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Marks Group Wealth Management’s Thomson Reuters TRI Stock Holding History

Marks Group 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
-3,459
Closed -$707K – 304
2025
Q2 		$707K Buy
3,459
+131
+4% +$24.9K 0.07% 201
2025
Q1 		$584K Sell
3,328
-1,180
-26% -$204K 0.06% 223
2024
Q4 		$734K Buy
4,508
+415
+10% +$69.9K 0.07% 191
2024
Q3 		$709K Sell
4,093
-110
-3% -$18.6K 0.07% 193
2024
Q2 		$720K Sell
4,203
-14
-0.3% -$2.32K 0.08% 193
2024
Q1 		$667K Sell
4,217
-89
-2% -$13.8K 0.07% 196
2023
Q4 		$640K Sell
4,306
-62
-1% -$8.37K 0.07% 196
2023
Q3 		$543K Sell
4,368
-20
-0.5% -$2.64K 0.07% 202
2023
Q2 		$601K Sell
4,388
-288
-6% -$38.6K 0.07% 200
2023
Q1 		$641K Sell
4,676
-43
-0.9% -$5.48K 0.08% 190
2022
Q4 		$567K Sell
4,719
-366
-7% -$42.2K 0.08% 199
2022
Q3 		$550K Sell
5,085
-2,469
-33% -$286K 0.08% 194
2022
Q2 		$830K Sell
7,554
-292
-4% -$30.9K 0.12% 180
2022
Q1 		$900K Buy
7,846
+1,356
+21% +$151K 0.11% 173
2021
Q4 		$819K Buy
6,490
+3,001
+86% +$374K 0.1% 195
2021
Q3 		$407K Buy
+3,489
New +$407K 0.06% 219

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

Marks Group Wealth Management's TRI Position: Q3 2025 in Review

Marks Group Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 3,459 shares — an estimated $707K sold.

Marks Group Wealth Management first reported a position in TRI in Q3 2021 and held it in 16 quarters. The position peaked at $900K in Q1 2022. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Marks Group Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,459 Thomson Reuters shares in Q3 2025, an estimated $707K.
  • Marks Group Wealth Management first reported a position in Thomson Reuters in Q3 2021 and held it in 16 quarters.
  • Marks Group Wealth Management's Thomson Reuters position peaked at $900K in Q1 2022.
  • 523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.