True Wealth Design
TRI icon

True Wealth Design’s Thomson Reuters TRI Stock Holding History

True Wealth Design’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
Q3 		$8.27K Buy
85
+22
+35% +$2.18K ﹤0.01% 1152
2026
Q2 		$5.15K Sell
63
-120
-66% -$10.5K ﹤0.01% 1317
2026
Q1 		$16.7K Buy
183
+143
+358% +$15.1K ﹤0.01% 786
2025
Q4 		$5.41K Buy
40
+11
+38% +$1.59K ﹤0.01% 1058
2025
Q3 		$4.5K Buy
29
+22
+314% +$4.1K ﹤0.01% 1117
2025
Q2 		$1.41K Buy
7
+2
+40% +$381 ﹤0.01% 1324
2025
Q1 		$864 Hold
5
– – ﹤0.01% 1322
2024
Q4 		$802 Buy
5
+1
+25% +$168 ﹤0.01% 993
2024
Q3 		$683 Hold
4
– – ﹤0.01% 1042
2024
Q2 		$675 Buy
4
+1
+33% +$166 ﹤0.01% 603
2024
Q1 		$468 Hold
3
– – ﹤0.01% 639
2023
Q4 		$439 Buy
3
+2
+200% +$270 ﹤0.01% 498
2023
Q3 		$123 Buy
+1
New +$132 ﹤0.01% 707
2023
Q2 		– Sell
-2
Closed -$268 – 782
2023
Q1 		$261 Buy
2
+1
+100% +$127 ﹤0.01% 677
2022
Q4 		$114 Buy
+1
New +$115 ﹤0.01% 726

Other funds holding TRI

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

True Wealth Design's TRI Position: Q3 2026 in Review

True Wealth Design increased its Thomson Reuters (TRI) stake by 35% in Q3 2026, buying an estimated $2.18K and bringing the position to 85 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

True Wealth Design first reported a position in TRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.7K in Q1 2026. 267 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • True Wealth Design held 85 shares of Thomson Reuters worth $8.27K as of Q3 2026.
  • True Wealth Design bought 22 Thomson Reuters shares in Q3 2026, an estimated $2.18K.
  • Thomson Reuters made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1152 holding.
  • True Wealth Design first reported a position in Thomson Reuters in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Thomson Reuters position peaked at $16.7K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.