Bogart Wealth LLC’s Thomson Reuters TRI Stock Holding History

Bogart Wealth LLC’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	$1.55K	Hold	19	–	–	﹤0.01%	1525
2026 Q1	$1.71K	Hold	19	–	–	﹤0.01%	1316
2025 Q4	$2.51K	Hold	19	–	–	﹤0.01%	1141
2025 Q3	$2.95K	Hold	19	–	–	﹤0.01%	1073
2025 Q2	$3.82K	Hold	19	–	–	﹤0.01%	997
2025 Q1	$3.28K	Hold	19	–	–	﹤0.01%	988
2024 Q4	$3.05K	Hold	19	–	–	﹤0.01%	1012
2024 Q3	$3.24K	Hold	19	–	–	﹤0.01%	903
2024 Q2	$3.2K	Hold	19	–	–	﹤0.01%	869
2024 Q1	$2.96K	Hold	19	–	–	﹤0.01%	855
2023 Q4	$2.78K	Sell	19 -23	-55%	-$3.11K	﹤0.01%	854
2023 Q3	$5.26K	Buy	42 +23	+121%	+$3.03K	﹤0.01%	707
2023 Q2	$2.56K	Hold	19	–	–	﹤0.01%	852
2023 Q1	$2.6K	Buy	+19	New	+$2.42K	﹤0.01%	862

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

Bogart Wealth LLC's TRI Position: Q2 2026 in Review

Bogart Wealth LLC held its Thomson Reuters (TRI) position steady in Q2 2026 at 19 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Bogart Wealth LLC first reported a position in TRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.26K in Q3 2023. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Bogart Wealth LLC held 19 shares of Thomson Reuters worth $1.55K as of Q2 2026.
Bogart Wealth LLC left its Thomson Reuters share count unchanged in Q2 2026.
Thomson Reuters made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1525 holding.
Bogart Wealth LLC first reported a position in Thomson Reuters in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Thomson Reuters position peaked at $5.26K in Q3 2023.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.