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Marshall & Sterling Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Marshall & Sterling Wealth Advisors’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
-12
Closed -$2.41K – 682
2025
Q2 		$2.41K Hold
12
– – ﹤0.01% 533
2025
Q1 		$2.07K Buy
+12
New +$2.07K ﹤0.01% 539

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
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

Marshall & Sterling Wealth Advisors's TRI Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 12 shares — an estimated $2.41K sold.

Marshall & Sterling Wealth Advisors first reported a position in TRI in Q1 2025 and held it in 2 quarters. The position peaked at $2.41K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 12 Thomson Reuters shares in Q3 2025, an estimated $2.41K.
  • Marshall & Sterling Wealth Advisors first reported a position in Thomson Reuters in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Thomson Reuters position peaked at $2.41K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.