UCFA
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United Capital Financial Advisors’s TFI International TFII Stock Holding History

United Capital Financial Advisors’s Portfolio TFII Stock Details TFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,824
Closed -$246K – 1111
2024
Q4 		$246K Sell
1,824
-87
-5% -$12.4K ﹤0.01% 950
2024
Q3 		$262K Buy
1,911
+39
+2% +$5.76K ﹤0.01% 921
2024
Q2 		$272K Sell
1,872
-5
-0.3% -$706 ﹤0.01% 887
2024
Q1 		$299K Sell
1,877
-656
-26% -$93.8K ﹤0.01% 876
2023
Q4 		$344K Sell
2,533
-4,702
-65% -$557K ﹤0.01% 823
2023
Q3 		$929K Sell
7,235
-503
-7% -$63.8K 0.01% 531
2023
Q2 		$882K Buy
7,738
+303
+4% +$33.3K ﹤0.01% 579
2023
Q1 		$887K Sell
7,435
-166
-2% -$19.3K 0.01% 607
2022
Q4 		$762K Sell
7,601
-529
-7% -$52.8K ﹤0.01% 681
2022
Q3 		$736K Buy
8,130
+491
+6% +$47.6K ﹤0.01% 675
2022
Q2 		$613K Sell
7,639
-922
-11% -$75.1K ﹤0.01% 747
2022
Q1 		$912K Sell
8,561
-286
-3% -$29.1K ﹤0.01% 682
2021
Q4 		$992K Buy
8,847
+612
+7% +$66.6K ﹤0.01% 679
2021
Q3 		$841K Sell
8,235
-1,349
-14% -$144K ﹤0.01% 722
2021
Q2 		$874K Buy
9,584
+330
+4% +$28.7K ﹤0.01% 731
2021
Q1 		$692K Buy
9,254
+336
+4% +$22.8K ﹤0.01% 759
2020
Q4 		$460K Buy
+8,918
New +$443K ﹤0.01% 867

Other funds holding TFII

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return