Daymark Wealth Partners’s Thomson Reuters TRI Stock Holding History

Daymark Wealth Partners’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
2025 Q4	–	Sell	-1,432	Closed	-$226K	–	629
2025 Q3	$226K	Sell	1,432 -57	-4%	-$10.6K	0.01%	563
2025 Q2	$304K	Hold	1,489	–	–	0.01%	442
2025 Q1	$261K	Sell	1,489 -86	-5%	-$14.8K	0.01%	441
2024 Q4	$257K	Buy	1,575 +4	+0.3%	+$674	0.01%	434
2024 Q3	$272K	Buy	1,571 +13	+0.8%	+$2.19K	0.01%	442
2024 Q2	$267K	Hold	1,558	–	–	0.01%	416
2024 Q1	$247K	Buy	1,558 +3	+0.2%	+$467	0.01%	380
2023 Q4	$231K	Buy	+1,555	New	+$210K	0.01%	362
2023 Q3	–	Sell	-1,515	Closed	-$208K	–	407
2023 Q2	$208K	Buy	+1,515	New	+$203K	0.02%	351

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Daymark Wealth Partners's TRI Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,432 shares — an estimated $226K sold.

Daymark Wealth Partners first reported a position in TRI in Q2 2023 and held it in 9 quarters. The position peaked at $304K in Q2 2025. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Daymark Wealth Partners reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Daymark Wealth Partners sold 1,432 Thomson Reuters shares in Q4 2025, an estimated $226K.
Daymark Wealth Partners first reported a position in Thomson Reuters in Q2 2023 and held it in 9 quarters.
Daymark Wealth Partners's Thomson Reuters position peaked at $304K in Q2 2025.
499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.