Vontobel Holding’s Thomson Reuters TRI Stock Holding History

Vontobel Holding’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 Q2	–	Sell	-2,943	Closed	-$516K	–	1314
2025 Q1	$516K	Hold	2,943	–	–	﹤0.01%	777
2024 Q4	$479K	Hold	2,943	–	–	﹤0.01%	799
2024 Q3	$510K	Hold	2,943	–	–	﹤0.01%	780
2024 Q2	$504K	Sell	2,943 -3,473	-54%	-$576K	﹤0.01%	764
2024 Q1	$1.01M	Buy	6,416 +2,478	+63%	+$386K	0.01%	582
2023 Q4	$585K	Sell	3,938 -904	-19%	-$122K	﹤0.01%	758
2023 Q3	$602K	Buy	+4,842	New	+$638K	0.01%	711
2022 Q1	–	Sell	-23,366	Closed	-$2.95M	–	1137
2021 Q4	$2.95M	Buy	23,366 +3,989	+21%	+$497K	0.02%	375
2021 Q3	$2.25M	Hold	19,377	–	–	0.02%	421
2021 Q2	$2.02M	Buy	+19,377	New	+$1.94M	0.02%	433

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

Vontobel Holding's TRI Position: Q2 2025 in Review

Vontobel Holding sold out of Thomson Reuters (TRI) in Q2 2025, closing a stake of 2,943 shares — an estimated $516K sold.

Vontobel Holding first reported a position in TRI in Q2 2021 and held it in 10 quarters. The position peaked at $2.95M in Q4 2021. 535 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Vontobel Holding reported no remaining Thomson Reuters position as of Q2 2025 after selling out during the quarter.
Vontobel Holding sold 2,943 Thomson Reuters shares in Q2 2025, an estimated $516K.
Vontobel Holding first reported a position in Thomson Reuters in Q2 2021 and held it in 10 quarters.
Vontobel Holding's Thomson Reuters position peaked at $2.95M in Q4 2021.
535 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Vontobel Holding's 13F filing for Q2 2025, filed 23 Jul 2025.