Retirement Investment Advisors’s Thomson Reuters TRI Stock Holding History

Retirement Investment Advisors’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	-1,549	Closed	-$207K	–	69
2026 Q1	$207K	Hold	1,549	–	–	0.02%	66
2025 Q4	$207K	Hold	1,549	–	–	0.02%	64
2025 Q3	$244K	Hold	1,549	–	–	0.02%	54
2025 Q2	$316K	Hold	1,549	–	–	0.03%	44
2025 Q1	$272K	Hold	1,549	–	–	0.03%	47
2024 Q4	$252K	Hold	1,549	–	–	0.03%	47
2024 Q3	$268K	Hold	1,549	–	–	0.03%	45
2024 Q2	$265K	Buy	+1,549	New	+$257K	0.03%	44
2023 Q4	$230K	Sell	1,549 -1,548	-50%	-$209K	0.03%	46
2023 Q3	$385K	Hold	3,097	–	–	0.04%	42
2023 Q2	$425K	Sell	3,097 -1	-0%	-$134	0.05%	40
2023 Q1	$425K	Buy	+3,098	New	+$395K	0.08%	42

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Retirement Investment Advisors's TRI Position: Q2 2026 in Review

Retirement Investment Advisors sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 1,549 shares — an estimated $207K sold.

Retirement Investment Advisors first reported a position in TRI in Q1 2023 and held it in 12 quarters. The position peaked at $425K in Q1 2023. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Retirement Investment Advisors reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Retirement Investment Advisors sold 1,549 Thomson Reuters shares in Q2 2026, an estimated $207K.
Retirement Investment Advisors first reported a position in Thomson Reuters in Q1 2023 and held it in 12 quarters.
Retirement Investment Advisors's Thomson Reuters position peaked at $425K in Q1 2023.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.