Old North State Wealth Management’s Thomson Reuters TRI Stock Holding History

Old North State 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
2025 Q3	–	Sell	-989	Closed	-$202K	–	128
2025 Q2	$202K	Buy	+989	New	+$188K	0.11%	120

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Old North State Wealth Management's TRI Position: Q3 2025 in Review

Old North State Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 989 shares — an estimated $202K sold.

Old North State Wealth Management first reported a position in TRI in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Old North State Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Old North State Wealth Management sold 989 Thomson Reuters shares in Q3 2025, an estimated $202K.
Old North State Wealth Management first reported a position in Thomson Reuters in Q2 2025 and held it in 1 quarter.
Old North State Wealth Management's Thomson Reuters position peaked at $202K in Q2 2025.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Old North State Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.