Bare Financial Services’s Thomson Reuters TRI Stock Holding History

Bare Financial Services’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	$17.5K	Buy	214 +97	+83%	+$8.47K	﹤0.01%	334
2026 Q1	$10.7K	Buy	117 +111	+1,850%	+$11.7K	﹤0.01%	312
2025 Q4	$791	Sell	6 -32	-84%	-$4.63K	﹤0.01%	1206
2025 Q3	$6.06K	Buy	38 +6	+19%	+$1.12K	﹤0.01%	454
2025 Q2	$6.64K	Buy	32 +29	+967%	+$5.52K	﹤0.01%	329
2025 Q1	$518	Buy	+3	New	+$518	﹤0.01%	799

Other funds holding TRI

TWC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bare Financial Services's TRI Position: Q2 2026 in Review

Bare Financial Services increased its Thomson Reuters (TRI) stake by 83% in Q2 2026, buying an estimated $8.47K and bringing the position to 214 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Bare Financial Services first reported a position in TRI in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Bare Financial Services held 214 shares of Thomson Reuters worth $17.5K as of Q2 2026.
Bare Financial Services bought 97 Thomson Reuters shares in Q2 2026, an estimated $8.47K.
Thomson Reuters made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #334 holding.
Bare Financial Services first reported a position in Thomson Reuters in Q1 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.