Meridian Wealth Management’s Thomson Reuters TRI Stock Holding History

Meridian 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
2026 Q1	$264K	Sell	2,892 -22,472	-89%	-$2.37M	0.01%	668
2025 Q4	$3.4M	Buy	25,364 +224	+0.9%	+$32.4K	0.12%	156
2025 Q3	$3.97M	Sell	25,140 -701	-3%	-$131K	0.15%	131
2025 Q2	$5.28M	Sell	25,841 -188	-0.7%	-$35.8K	0.23%	99
2025 Q1	$4.57M	Sell	26,029 -20	-0.1%	-$3.45K	0.22%	99
2024 Q4	$4.24M	Buy	26,049 +43	+0.2%	+$7.24K	0.2%	107
2024 Q3	$4.51M	Buy	+26,006	New	+$4.39M	0.22%	101
2024 Q1	–	Sell	-23,817	Closed	-$3.54M	–	516
2023 Q4	$3.54M	Buy	+23,817	New	+$3.22M	0.23%	96

Other funds holding TRI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return