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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return