VA
TRI icon

Vident Advisory’s Thomson Reuters TRI Stock Holding History

Vident Advisory’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 		$281K Buy
3,077
+545
+22% +$57.5K ﹤0.01% 1532
2025
Q4 		$339K Sell
2,532
-11
-0.4% -$1.59K ﹤0.01% 1339
2025
Q3 		$401K Buy
2,543
+6
+0.2% +$1.12K ﹤0.01% 1286
2025
Q2 		$518K Buy
2,537
+617
+32% +$117K 0.01% 1027
2025
Q1 		$337K Buy
1,920
+399
+26% +$68.9K ﹤0.01% 1225
2024
Q4 		$248K Buy
1,521
+133
+10% +$22.4K ﹤0.01% 1244
2024
Q3 		$241K Buy
1,388
+96
+7% +$16.2K 0.01% 1215
2024
Q2 		$221K Buy
+1,292
New +$214K 0.01% 1246

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return