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Paragon Capital Management (Utah)’s Thomson Reuters TRI Stock Holding History

Paragon Capital Management (Utah)’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
-10,911
Closed -$997K – 87
2026
Q1 		$997K Buy
+10,911
New +$1.15M 0.84% 50

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AIMCA
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Paragon Capital Management (Utah)'s TRI Position: Q2 2026 in Review

Paragon Capital Management (Utah) sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 10,911 shares — an estimated $997K sold.

Paragon Capital Management (Utah) first reported a position in TRI in Q1 2026 and held it in 1 quarter. The position peaked at $997K in Q1 2026. 162 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Paragon Capital Management (Utah) reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 10,911 Thomson Reuters shares in Q2 2026, an estimated $997K.
  • Paragon Capital Management (Utah) first reported a position in Thomson Reuters in Q1 2026 and held it in 1 quarter.
  • Paragon Capital Management (Utah)'s Thomson Reuters position peaked at $997K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.