AFG
TRI icon

Atomi Financial Group’s Thomson Reuters TRI Stock Holding History

Atomi Financial Group’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 		– Sell
-1,637
Closed -$219K – 1321
2025
Q4 		$219K Sell
1,637
-162
-9% -$23.5K 0.01% 1104
2025
Q3 		$284K Sell
1,799
-190
-10% -$35.4K 0.01% 921
2025
Q2 		$406K Buy
1,989
+100
+5% +$19K 0.02% 673
2025
Q1 		$332K Buy
1,889
+98
+5% +$16.9K 0.02% 716
2024
Q4 		$292K Buy
1,791
+248
+16% +$41.8K 0.01% 734
2024
Q3 		$267K Buy
1,543
+15
+1% +$2.53K 0.02% 720
2024
Q2 		$262K Buy
1,528
+112
+8% +$18.6K 0.02% 636
2024
Q1 		$224K Buy
+1,416
New +$220K 0.02% 636

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 $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Atomi Financial Group's TRI Position: Q1 2026 in Review

Atomi Financial Group sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,637 shares — an estimated $219K sold.

Atomi Financial Group first reported a position in TRI in Q1 2024 and held it in 8 quarters. The position peaked at $406K in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Atomi Financial Group reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,637 Thomson Reuters shares in Q1 2026, an estimated $219K.
  • Atomi Financial Group first reported a position in Thomson Reuters in Q1 2024 and held it in 8 quarters.
  • Atomi Financial Group's Thomson Reuters position peaked at $406K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.