Forvis Mazars Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Forvis Mazars Wealth Advisors’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	-2,199	Closed	-$295K	–	414
2025 Q4	$295K	Buy	2,199 +142	+7%	+$20.6K	0.01%	356
2025 Q3	$324K	Buy	+2,057	New	+$384K	0.01%	344
2025 Q1	–	Sell	-2,057	Closed	-$335K	–	427
2024 Q4	$335K	Hold	2,057	–	–	0.01%	362
2024 Q3	$356K	Buy	+2,057	New	+$347K	0.01%	359
2023 Q3	–	Sell	-2,057	Closed	-$282K	–	408
2023 Q2	$282K	Buy	+2,057	New	+$276K	0.01%	366

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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TRI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 2,199 shares — an estimated $295K sold.

Forvis Mazars Wealth Advisors first reported a position in TRI in Q2 2023 and held it in 5 quarters. The position peaked at $356K in Q3 2024. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Forvis Mazars Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,199 Thomson Reuters shares in Q1 2026, an estimated $295K.
Forvis Mazars Wealth Advisors first reported a position in Thomson Reuters in Q2 2023 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Thomson Reuters position peaked at $356K in Q3 2024.
471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.