N.E.W. Advisory Services’s Thomson Reuters TRI Stock Holding History

N.E.W. Advisory Services’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	–	876
2025 Q2	$603	Sell	3 -3	-50%	-$571	﹤0.01%	829
2025 Q1	$1.04K	Buy	+6	New	+$1.04K	﹤0.01%	854

Other funds holding TRI

TWC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

N.E.W. Advisory Services's TRI Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 3 shares — an estimated $603 sold.

N.E.W. Advisory Services first reported a position in TRI in Q1 2025 and held it in 2 quarters. The position peaked at $1.04K in Q1 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

N.E.W. Advisory Services reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 3 Thomson Reuters shares in Q3 2025, an estimated $603.
N.E.W. Advisory Services first reported a position in Thomson Reuters in Q1 2025 and held it in 2 quarters.
N.E.W. Advisory Services's Thomson Reuters position peaked at $1.04K in Q1 2025.
521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.