Spire Wealth Management’s Thomson Reuters TRI Stock Holding History

Spire 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	–	Sell	-381	Closed	-$34.8K	–	2373
2026 Q1	$34.8K	Hold	381	–	–	﹤0.01%	1273
2025 Q4	$51K	Sell	381 -630	-62%	-$91.2K	﹤0.01%	1179
2025 Q3	$160K	Sell	1,011 -10	-1%	-$1.87K	0.01%	846
2025 Q2	$209K	Sell	1,021 -1,021	-50%	-$194K	0.01%	756
2025 Q1	$358K	Buy	2,042 +103	+5%	+$17.8K	0.01%	669
2024 Q4	$316K	Buy	+1,939	New	+$327K	0.01%	690
2023 Q2	–	Sell	-413	Closed	-$56.6K	–	2540
2023 Q1	$56.6K	Sell	413 -8	-2%	-$1.02K	﹤0.01%	1148
2022 Q4	$51K	Hold	421	–	–	﹤0.01%	989
2022 Q3	$46K	Buy	421 +9	+2%	+$1.04K	﹤0.01%	980
2022 Q2	$45K	Hold	412	–	–	﹤0.01%	1334
2022 Q1	$47K	Buy	412 +9	+2%	+$1K	﹤0.01%	1475
2021 Q4	$51K	Hold	403	–	–	﹤0.01%	1727
2021 Q3	$47K	Hold	403	–	–	﹤0.01%	1504
2021 Q2	$42K	Sell	403 -61	-13%	-$6.11K	﹤0.01%	1553
2021 Q1	$43K	Buy	+464	New	+$41.3K	﹤0.01%	1806

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

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

Spire Wealth Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 381 shares — an estimated $34.8K sold.

Spire Wealth Management first reported a position in TRI in Q1 2021 and held it in 15 quarters. The position peaked at $358K in Q1 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Spire Wealth Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 381 Thomson Reuters shares in Q2 2026, an estimated $34.8K.
Spire Wealth Management first reported a position in Thomson Reuters in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Thomson Reuters position peaked at $358K in Q1 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.