TD Waterhouse Canada’s Thomson Reuters TRI Stock Holding History

TD Waterhouse Canada’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	$118M	Buy	1,324,945 +1,098,335	+485%	+$116M	0.35%	56
2025 Q4	$30.3M	Buy	226,610 +27,646	+14%	+$4M	0.19%	105
2025 Q3	$30.9M	Sell	198,964 -32,711	-14%	-$6.1M	0.2%	102
2025 Q2	$47.4M	Buy	231,675 +45,325	+24%	+$8.63M	0.34%	64
2025 Q1	$32.6M	Buy	186,350 +23,653	+15%	+$4.08M	0.27%	77
2024 Q4	$26.2M	Sell	162,697 -2,254	-1%	-$380K	0.21%	93
2024 Q3	$28.3M	Buy	164,951 +2,723	+2%	+$460K	0.23%	85
2024 Q2	$27.8M	Buy	162,228 +5,866	+4%	+$972K	0.25%	81
2024 Q1	$32.3M	Sell	156,362 -2,575	-2%	-$401K	0.24%	80
2023 Q4	$31M	Sell	158,937 -1,419	-0.9%	-$192K	0.29%	64
2023 Q3	$27M	Sell	160,356 -41,141	-20%	-$5.42M	0.28%	69
2023 Q2	$36M	Buy	201,497 +10,750	+6%	+$1.44M	0.36%	52
2023 Q1	$35.2M	Sell	190,747 -19,222	-9%	-$2.45M	0.36%	55
2022 Q4	$34.7M	Buy	209,969 +48,105	+30%	+$5.54M	0.38%	47
2022 Q3	$24.2M	Sell	161,864 -67,132	-29%	-$7.78M	0.28%	66
2022 Q2	$32.2M	Sell	228,996 -9,328	-4%	-$988K	0.36%	51
2022 Q1	$34.2M	Sell	238,324 -39,112	-14%	-$4.37M	0.33%	58
2021 Q4	$43M	Buy	+277,436	New	+$34.5M	0.42%	48

Other funds holding TRI

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

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return