Mather Group’s Thomson Reuters TRI Stock Holding History

Mather Group’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	-6	Closed	-$932	–	1564
2025 Q3	$932	Buy	+6	New	+$1.12K	﹤0.01%	1592
2025 Q2	–	Sell	-6	Closed	-$1.04K	–	1631
2025 Q1	$1.04K	Hold	6	–	–	﹤0.01%	1639
2024 Q4	$962	Hold	6	–	–	﹤0.01%	1619
2024 Q3	$1.02K	Buy	+6	New	+$1.01K	﹤0.01%	1562

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

LFC

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

Mather Group's TRI Position: Q4 2025 in Review

Mather Group sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 6 shares — an estimated $932 sold.

Mather Group first reported a position in TRI in Q3 2024 and held it in 4 quarters. The position peaked at $1.04K in Q1 2025. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Mather Group reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Mather Group sold 6 Thomson Reuters shares in Q4 2025, an estimated $932.
Mather Group first reported a position in Thomson Reuters in Q3 2024 and held it in 4 quarters.
Mather Group's Thomson Reuters position peaked at $1.04K in Q1 2025.
504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.