TF
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Trek Financial’s Thomson Reuters TRI Stock Holding History

Trek Financial’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
-21,294
Closed -$4.35M – 485
2025
Q2 		$4.35M Buy
+21,294
New +$4.06M 0.29% 99
2024
Q3 		– Sell
-35,976
Closed -$6.16M – 456
2024
Q2 		$6.16M Buy
+35,976
New +$5.96M 0.49% 50

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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Trek Financial's TRI Position: Q3 2025 in Review

Trek Financial sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 21,294 shares — an estimated $4.35M sold.

Trek Financial first reported a position in TRI in Q2 2024 and held it in 2 quarters. The position peaked at $6.16M in Q2 2024. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Trek Financial reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Trek Financial sold 21,294 Thomson Reuters shares in Q3 2025, an estimated $4.35M.
  • Trek Financial first reported a position in Thomson Reuters in Q2 2024 and held it in 2 quarters.
  • Trek Financial's Thomson Reuters position peaked at $6.16M in Q2 2024.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Trek Financial's 13F filing for Q3 2025, filed 31 Oct 2025.