OneDigital Investment Advisors’s Thomson Reuters TRI Stock Holding History

OneDigital Investment Advisors’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	-2,383	Closed	-$487K	–	1542
2025 Q2	$487K	Sell	2,383 -21	-0.9%	-$4K	0.01%	909
2025 Q1	$422K	Sell	2,404 -131	-5%	-$22.6K	0.01%	921
2024 Q4	$413K	Sell	2,535 -3,077	-55%	-$518K	﹤0.01%	966
2024 Q3	$972K	Buy	5,612 +138	+3%	+$23.3K	0.01%	661
2024 Q2	$937K	Buy	5,474 +2,004	+58%	+$332K	0.01%	648
2024 Q1	$549K	Sell	3,470 -837	-19%	-$130K	0.01%	711
2023 Q4	$640K	Buy	4,307 +829	+24%	+$112K	0.01%	628
2023 Q3	$432K	Sell	3,478 -26	-0.7%	-$3.43K	0.01%	690
2023 Q2	$480K	Buy	+3,504	New	+$470K	0.01%	659

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

OneDigital Investment Advisors's TRI Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 2,383 shares — an estimated $487K sold.

OneDigital Investment Advisors first reported a position in TRI in Q2 2023 and held it in 9 quarters. The position peaked at $972K in Q3 2024. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

OneDigital Investment Advisors reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 2,383 Thomson Reuters shares in Q3 2025, an estimated $487K.
OneDigital Investment Advisors first reported a position in Thomson Reuters in Q2 2023 and held it in 9 quarters.
OneDigital Investment Advisors's Thomson Reuters position peaked at $972K in Q3 2024.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.