AWM
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Arista Wealth Management’s Thomson Reuters TRI Stock Holding History

Arista Wealth Management’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
Q2 		$385K Buy
4,708
+2
+0% +$175 0.04% 195
2026
Q1 		$430K Hold
4,706
– – 0.05% 177
2025
Q4 		$630K Hold
4,706
– – 0.08% 122
2025
Q3 		$742K Hold
4,706
– – 0.09% 115
2025
Q2 		$961K Buy
+4,706
New +$896K 0.13% 96

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arista Wealth Management's TRI Position: Q2 2026 in Review

Arista Wealth Management increased its Thomson Reuters (TRI) stake by 0.04% in Q2 2026, buying an estimated $175 and bringing the position to 4,708 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #195.

Arista Wealth Management first reported a position in TRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $961K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Arista Wealth Management held 4,708 shares of Thomson Reuters worth $385K as of Q2 2026.
  • Arista Wealth Management bought 2 Thomson Reuters shares in Q2 2026, an estimated $175.
  • Thomson Reuters made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Arista Wealth Management first reported a position in Thomson Reuters in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's Thomson Reuters position peaked at $961K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.