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Marshall Financial Group (Maryland)’s Thomson Reuters TRI Stock Holding History

Marshall Financial Group (Maryland)’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
-4,741
Closed -$748K – 309
2025
Q3 		$748K Buy
4,741
+220
+5% +$41K 0.15% 160
2025
Q2 		$924K Buy
+4,521
New +$861K 0.18% 137

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TRI Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 4,741 shares — an estimated $748K sold.

Marshall Financial Group (Maryland) first reported a position in TRI in Q2 2025 and held it in 2 quarters. The position peaked at $924K in Q2 2025. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,741 Thomson Reuters shares in Q4 2025, an estimated $748K.
  • Marshall Financial Group (Maryland) first reported a position in Thomson Reuters in Q2 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Thomson Reuters position peaked at $924K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.