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PFG Investments’s Thomson Reuters TRI Stock Holding History

PFG Investments’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
2026
Q1 		– Sell
-1,508
Closed -$202K – 1252
2025
Q4 		$202K Sell
1,508
-476
-24% -$68.9K 0.01% 1017
2025
Q3 		$313K Sell
1,984
-635
-24% -$118K 0.02% 770
2025
Q2 		$535K Buy
2,619
+56
+2% +$10.7K 0.03% 504
2025
Q1 		$450K Sell
2,563
-24
-0.9% -$4.14K 0.03% 536
2024
Q4 		$421K Sell
2,587
-428
-14% -$72.1K 0.03% 568
2024
Q3 		$522K Sell
3,015
-423
-12% -$71.4K 0.03% 480
2024
Q2 		$589K Buy
3,438
+4
+0.1% +$663 0.04% 398
2024
Q1 		$543K Sell
3,434
-330
-9% -$51.3K 0.03% 497
2023
Q4 		$559K Buy
3,764
+476
+14% +$64.3K 0.1% 222
2023
Q3 		$409K Buy
3,288
+5
+0.2% +$659 0.08% 277
2023
Q2 		$450K Buy
3,283
+8
+0.2% +$1.07K 0.08% 268
2023
Q1 		$449K Buy
+3,275
New +$418K 0.09% 258

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return