Nicola Wealth Management’s TFI International TFII Stock Holding History

Nicola Wealth Management’s Portfolio TFII Stock Details TFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.72M	Sell	46,700 -64,900	-58%	-$9.16M	0.77%	50
2026 Q1	$12.1M	Sell	111,600 -15,000	-12%	-$1.68M	1.46%	35
2025 Q4	$13.1M	Buy	126,600 +45,600	+56%	+$4.24M	1.19%	32
2025 Q3	$7.13M	Buy	+81,000	New	+$7.41M	0.63%	47
2022 Q3	–	Sell	-73,900	Closed	-$5.93M	–	147
2022 Q2	$5.93M	Sell	73,900 -1,600	-2%	-$130K	0.57%	51
2022 Q1	$8.04M	Sell	75,500 -11,300	-13%	-$1.15M	0.71%	48
2021 Q4	$9.74M	Sell	86,800 -6,000	-6%	-$653K	0.92%	46
2021 Q3	$9.44M	Sell	92,800 -15,500	-14%	-$1.66M	0.97%	42
2021 Q2	$9.9M	Buy	108,300 +52,300	+93%	+$4.55M	1.01%	43
2021 Q1	$4.2M	Buy	+56,000	New	+$3.8M	0.47%	81

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Nicola Wealth Management's TFII Position: Q2 2026 in Review

Nicola Wealth Management reduced its TFI International (TFII) stake by 58% in Q2 2026, selling an estimated $9.16M and leaving 46,700 shares worth $6.72M. The position accounts for 0.77% of the portfolio, ranked #50.

Nicola Wealth Management first reported a position in TFII in Q1 2021 and has held it in 10 quarters since. The position peaked at $13.1M in Q4 2025. 292 funds tracked by Wall St. Rank hold TFII as of Q2 2026.

Nicola Wealth Management held 46,700 shares of TFI International worth $6.72M as of Q2 2026.
Nicola Wealth Management sold 64,900 TFI International shares in Q2 2026, an estimated $9.16M.
TFI International made up 0.77% of Nicola Wealth Management's portfolio in Q2 2026, its #50 holding.
Nicola Wealth Management first reported a position in TFI International in Q1 2021 and has held it in 10 quarters since.
Nicola Wealth Management's TFI International position peaked at $13.1M in Q4 2025.
292 funds tracked by Wall St. Rank held TFI International as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.