Waterfront Wealth
TRI icon

Waterfront Wealth’s Thomson Reuters TRI Stock Holding History

Waterfront 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
2026
Q3 		$1.32M Buy
11,698
+2,590
+28% +$256K 0.21% 136
2026
Q2 		$817K Sell
9,108
-33
-0.4% -$2.88K 0.13% 190
2026
Q1 		$835K Buy
+9,141
New +$964K 0.15% 171

Other funds holding TRI

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Heathbridge Capital Management
Heathbridge Capital Management Toronto, Ontario, Canada $300M AUM 14.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davis Rea
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Waterfront Wealth's TRI Position: Q3 2026 in Review

Waterfront Wealth increased its Thomson Reuters (TRI) stake by 28% in Q3 2026, buying an estimated $256K and bringing the position to 11,698 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #136.

Waterfront Wealth first reported a position in TRI in Q1 2026 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Waterfront Wealth held 11,698 shares of Thomson Reuters worth $1.32M as of Q3 2026.
  • Waterfront Wealth bought 2,590 Thomson Reuters shares in Q3 2026, an estimated $256K.
  • Thomson Reuters made up 0.21% of Waterfront Wealth's portfolio in Q3 2026, its #136 holding.
  • Waterfront Wealth first reported a position in Thomson Reuters in Q1 2026 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.