Bullock Wealth Management’s Thomson Reuters TRI Stock Holding History

Bullock 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	$255	Sell	3 -1	-25%	-$87	﹤0.01%	599
2026 Q1	$352	Hold	4	–	–	﹤0.01%	604
2025 Q4	$528	Hold	4	–	–	﹤0.01%	584
2025 Q3	$610	Hold	4	–	–	﹤0.01%	597
2025 Q2	$807	Sell	4 -2	-33%	-$381	﹤0.01%	553
2025 Q1	$1.04K	Hold	6	–	–	﹤0.01%	530
2024 Q4	$962	Sell	6 -39	-87%	-$6.57K	﹤0.01%	557
2024 Q3	$7.82K	Hold	45	–	–	﹤0.01%	399
2024 Q2	$7.73K	Hold	45	–	–	0.01%	376
2024 Q1	$7.14K	Buy	+45	New	+$7K	﹤0.01%	385

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

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

Bullock Wealth Management reduced its Thomson Reuters (TRI) stake by 25% in Q2 2026, selling an estimated $87 and leaving 3 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Bullock Wealth Management first reported a position in TRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.82K in Q3 2024. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Bullock Wealth Management held 3 shares of Thomson Reuters worth $255 as of Q2 2026.
Bullock Wealth Management sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
Thomson Reuters made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #599 holding.
Bullock Wealth Management first reported a position in Thomson Reuters in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Thomson Reuters position peaked at $7.82K in Q3 2024.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.