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Hantz Financial Services’s Thomson Reuters TRI Stock Holding History

Hantz Financial Services’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 		– Sell
-606
Closed -$55K – 2640
2026
Q1 		$55K Sell
606
-51
-8% -$5.38K ﹤0.01% 1522
2025
Q4 		$88K Buy
657
+598
+1,014% +$86.6K ﹤0.01% 1202
2025
Q3 		$9K Hold
59
– – ﹤0.01% 1880
2025
Q2 		$12K Hold
59
– – ﹤0.01% 1458
2025
Q1 		$10K Sell
59
-26
-31% -$4.49K ﹤0.01% 974
2024
Q4 		$14K Sell
85
-10
-11% -$1.68K ﹤0.01% 788
2024
Q3 		$16K Sell
95
-25
-21% -$4.22K ﹤0.01% 746
2024
Q2 		$21K Sell
120
-23
-16% -$3.81K ﹤0.01% 730
2024
Q1 		$23K Hold
143
– – ﹤0.01% 734
2023
Q4 		$21K Sell
143
-18
-11% -$2.43K ﹤0.01% 728
2023
Q3 		$20K Sell
161
-43
-21% -$5.67K ﹤0.01% 731
2023
Q2 		$28K Sell
204
-46
-18% -$6.17K ﹤0.01% 680
2023
Q1 		$34K Hold
250
– – ﹤0.01% 657
2022
Q4 		$30K Sell
250
-54
-18% -$6.22K ﹤0.01% 644
2022
Q3 		$33K Hold
304
– – ﹤0.01% 627
2022
Q2 		$33K Sell
304
-46
-13% -$4.87K ﹤0.01% 625
2022
Q1 		$40K Sell
350
-70
-17% -$7.81K ﹤0.01% 627
2021
Q4 		$53K Sell
420
-33,890
-99% -$4.22M ﹤0.01% 567
2021
Q3 		$3.99M Sell
34,310
-12,983
-27% -$1.51M 0.13% 186
2021
Q2 		$4.95M Buy
47,293
+662
+1% +$66.4K 0.18% 155
2021
Q1 		$4.3M Sell
46,631
-5,206
-10% -$463K 0.18% 161
2020
Q4 		$4.47M Sell
51,837
-569
-1% -$48.7K 0.2% 150
2020
Q3 		$4.41M Sell
52,406
-1,387
-3% -$108K 0.22% 135
2020
Q2 		$3.85M Buy
53,793
+1,404
+3% +$102K 0.22% 146
2020
Q1 		$3.75M Buy
+52,389
New +$4.08M 0.26% 126

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
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hantz Financial Services's TRI Position: Q2 2026 in Review

Hantz Financial Services sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 606 shares — an estimated $55K sold.

Hantz Financial Services first reported a position in TRI in Q1 2020 and held it in 25 quarters. The position peaked at $4.95M in Q2 2021. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Hantz Financial Services reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Hantz Financial Services sold 606 Thomson Reuters shares in Q2 2026, an estimated $55K.
  • Hantz Financial Services first reported a position in Thomson Reuters in Q1 2020 and held it in 25 quarters.
  • Hantz Financial Services's Thomson Reuters position peaked at $4.95M in Q2 2021.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.