Raffa Wealth Management’s Thomson Reuters TRI Stock Holding History

Raffa Wealth Management’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	$735	Hold	9	–	–	﹤0.01%	1112
2026 Q1	$810	Hold	9	–	–	﹤0.01%	994
2025 Q4	$1.19K	Hold	9	–	–	﹤0.01%	891
2025 Q3	$1.4K	Buy	+9	New	+$1.68K	﹤0.01%	812
2021 Q2	–	Sell	-65	Closed	-$5.96K	–	1123
2021 Q1	$5.96K	Hold	65	–	–	﹤0.01%	371
2020 Q4	$5.57K	Sell	65 -4	-6%	-$343	﹤0.01%	343
2020 Q3	$5.82K	Buy	69 +4	+6%	+$311	﹤0.01%	300
2020 Q2	$4.62K	Buy	65 +6	+10%	+$434	﹤0.01%	328
2020 Q1	$4.21K	Buy	+59	New	+$4.6K	﹤0.01%	304
2017 Q1	–	Sell	-22	Closed	-$1.09K	–	817
2016 Q4	$1.09K	Hold	22	–	–	﹤0.01%	417
2016 Q3	$1.03K	Hold	22	–	–	﹤0.01%	400
2016 Q2	$1.01K	Hold	22	–	–	﹤0.01%	389
2016 Q1	$1.01K	Hold	22	–	–	﹤0.01%	387
2015 Q4	$946	Hold	22	–	–	﹤0.01%	405
2015 Q3	$1.01K	Hold	22	–	–	﹤0.01%	380
2015 Q2	$952	Hold	22	–	–	﹤0.01%	408
2015 Q1	$1.01K	Hold	22	–	–	﹤0.01%	388
2014 Q4	$1.01K	Hold	22	–	–	﹤0.01%	357
2014 Q3	$910	Buy	+22	New	+$952	﹤0.01%	363
2014 Q1	–	Sell	-22	Closed	-$1.01K	–	698
2013 Q4	$1.01K	Buy	+22	New	+$939	﹤0.01%	357

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LFC

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

Raffa Wealth Management's TRI Position: Q2 2026 in Review

Raffa Wealth Management held its Thomson Reuters (TRI) position steady in Q2 2026 at 9 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Raffa Wealth Management first reported a position in TRI in Q4 2013 and has held it in 20 quarters since. The position peaked at $5.96K in Q1 2021. 396 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Raffa Wealth Management held 9 shares of Thomson Reuters worth $735 as of Q2 2026.
Raffa Wealth Management left its Thomson Reuters share count unchanged in Q2 2026.
Thomson Reuters made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1112 holding.
Raffa Wealth Management first reported a position in Thomson Reuters in Q4 2013 and has held it in 20 quarters since.
Raffa Wealth Management's Thomson Reuters position peaked at $5.96K in Q1 2021.
396 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.