TFA
TRI icon

Toth Financial Advisory’s Thomson Reuters TRI Stock Holding History

Toth Financial Advisory’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
Q3 		$9.73K Buy
+100
New +$9.9K ﹤0.01% 583

Other funds holding TRI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's TRI Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Thomson Reuters (TRI) in Q3 2026: 100 shares worth $9.73K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings.

8 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Toth Financial Advisory held 100 shares of Thomson Reuters worth $9.73K as of Q3 2026.
  • Thomson Reuters was a new Toth Financial Advisory position in Q3 2026.
  • Thomson Reuters made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #583 holding.
  • 8 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.