Stephens Consulting’s Thomson Reuters TRI Stock Holding History

Stephens Consulting’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	-78	Closed	-$15.9K	–	1095
2025 Q2	$15.9K	Hold	78	–	–	﹤0.01%	286
2025 Q1	$13.7K	Hold	78	–	–	﹤0.01%	299
2024 Q4	$12.7K	Hold	78	–	–	﹤0.01%	321
2024 Q3	$13.5K	Hold	78	–	–	﹤0.01%	306
2024 Q2	$13.3K	Hold	78	–	–	﹤0.01%	309
2024 Q1	$12.3K	Hold	78	–	–	﹤0.01%	292
2023 Q4	$11.6K	Sell	78 -47	-38%	-$6.35K	﹤0.01%	299
2023 Q3	$15.5K	Hold	125	–	–	0.01%	269
2023 Q2	$17.2K	Buy	125 +3	+2%	+$403	0.01%	254
2023 Q1	$16.8K	Hold	122	–	–	0.01%	264
2022 Q4	$14.7K	Sell	122 -208	-63%	-$24K	0.01%	253
2022 Q3	$35.7K	Hold	330	–	–	0.03%	204
2022 Q2	$36.3K	Hold	330	–	–	0.03%	197
2022 Q1	$37.9K	Hold	330	–	–	0.03%	215
2021 Q4	$41.7K	Buy	+330	New	+$41.1K	0.03%	219

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

Stephens Consulting's TRI Position: Q3 2025 in Review

Stephens Consulting sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 78 shares — an estimated $15.9K sold.

Stephens Consulting first reported a position in TRI in Q4 2021 and held it in 15 quarters. The position peaked at $41.7K in Q4 2021. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Stephens Consulting reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 78 Thomson Reuters shares in Q3 2025, an estimated $15.9K.
Stephens Consulting first reported a position in Thomson Reuters in Q4 2021 and held it in 15 quarters.
Stephens Consulting's Thomson Reuters position peaked at $41.7K in Q4 2021.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.