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Garton & Associates Financial Advisors’s Thomson Reuters TRI Stock Holding History

Garton & Associates Financial 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
-32
Closed -$4.35K – 642
2025
Q4 		$4.35K Buy
+32
New +$4.63K ﹤0.01% 1016

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
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

Garton & Associates Financial Advisors's TRI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 32 shares — an estimated $4.35K sold.

Garton & Associates Financial Advisors first reported a position in TRI in Q4 2025 and held it in 1 quarter. The position peaked at $4.35K in Q4 2025. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 32 Thomson Reuters shares in Q1 2026, an estimated $4.35K.
  • Garton & Associates Financial Advisors first reported a position in Thomson Reuters in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Thomson Reuters position peaked at $4.35K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.