NewSquare Capital’s Thomson Reuters TRI Stock Holding History

NewSquare Capital’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	-4,113	Closed	-$840K	–	1146
2025 Q2	$840K	Sell	4,113 -170	-4%	-$32.4K	0.06%	133
2025 Q1	$752K	Buy	4,283 +15	+0.4%	+$2.59K	0.06%	133
2024 Q4	$695K	Buy	4,268 +61	+1%	+$10.3K	0.06%	138
2024 Q3	$729K	Buy	4,207 +377	+10%	+$63.6K	0.06%	136
2024 Q2	$656K	Buy	+3,830	New	+$635K	0.06%	136

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

NewSquare Capital's TRI Position: Q3 2025 in Review

NewSquare Capital sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 4,113 shares — an estimated $840K sold.

NewSquare Capital first reported a position in TRI in Q2 2024 and held it in 5 quarters. The position peaked at $840K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

NewSquare Capital reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 4,113 Thomson Reuters shares in Q3 2025, an estimated $840K.
NewSquare Capital first reported a position in Thomson Reuters in Q2 2024 and held it in 5 quarters.
NewSquare Capital's Thomson Reuters position peaked at $840K in Q2 2025.
521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.