TritonPoint Wealth’s Thomson Reuters TRI Stock Holding History

TritonPoint Wealth’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 Q4	–	Sell	-3,109	Closed	-$491K	–	350
2025 Q3	$491K	Sell	3,109 -299	-9%	-$55.8K	0.04%	226
2025 Q2	$696K	Buy	3,408 +97	+3%	+$18.5K	0.06%	185
2025 Q1	$581K	Buy	3,311 +19	+0.6%	+$3.28K	0.06%	197
2024 Q4	$536K	Sell	3,292 -55	-2%	-$9.26K	0.05%	203
2024 Q3	$577K	Sell	3,347 -116	-3%	-$19.6K	0.05%	196
2024 Q2	$593K	Sell	3,463 -606	-15%	-$100K	0.06%	185
2024 Q1	$666K	Sell	4,069 -465	-10%	-$72.3K	0.07%	174
2023 Q4	$673K	Buy	+4,534	New	+$612K	0.07%	181

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LFC

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

TritonPoint Wealth's TRI Position: Q4 2025 in Review

TritonPoint Wealth sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 3,109 shares — an estimated $491K sold.

TritonPoint Wealth first reported a position in TRI in Q4 2023 and held it in 8 quarters. The position peaked at $696K in Q2 2025. 500 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

TritonPoint Wealth reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 3,109 Thomson Reuters shares in Q4 2025, an estimated $491K.
TritonPoint Wealth first reported a position in Thomson Reuters in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's Thomson Reuters position peaked at $696K in Q2 2025.
500 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.