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Brandywine Oak Private Wealth’s Thomson Reuters TRI Stock Holding History

Brandywine Oak Private Wealth’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
2025
Q3 		– Sell
-1,112
Closed -$227K – 241
2025
Q2 		$227K Buy
+1,112
New +$212K 0.02% 222
2022
Q3 		– Sell
-2,233
Closed -$245K – 318
2022
Q2 		$245K Buy
2,233
+87
+4% +$9.22K 0.03% 275
2022
Q1 		$246K Sell
2,146
-35
-2% -$3.91K 0.03% 304
2021
Q4 		$274K Sell
2,181
-217
-9% -$27K 0.03% 267
2021
Q3 		$277K Sell
2,398
-43
-2% -$5.01K 0.03% 271
2021
Q2 		$255K Sell
2,441
-660
-21% -$66.2K 0.03% 274
2021
Q1 		$286K Sell
3,101
-41
-1% -$3.65K 0.04% 214
2020
Q4 		$271K Sell
3,142
-1,142
-27% -$97.8K 0.04% 215
2020
Q3 		$360K Buy
4,284
+181
+4% +$14.1K 0.06% 169
2020
Q2 		$293K Sell
4,103
-1,933
-32% -$140K 0.05% 178
2020
Q1 		$432K Buy
6,036
+1,435
+31% +$112K 0.09% 125
2019
Q4 		$347K Buy
4,601
+6
+0.1% +$437 0.06% 162
2019
Q3 		$323K Sell
4,595
-440
-9% -$31.2K 0.06% 158
2019
Q2 		$342K Sell
5,035
-548
-10% -$36.3K 0.07% 144
2019
Q1 		$348K Sell
5,583
-815
-13% -$45.5K 0.07% 137
2018
Q4 		$325K Buy
+6,398
New +$343K 0.07% 134

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return
SFC
SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Brandywine Oak Private Wealth's TRI Position: Q3 2025 in Review

Brandywine Oak Private Wealth sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,112 shares — an estimated $227K sold.

Brandywine Oak Private Wealth first reported a position in TRI in Q4 2018 and held it in 16 quarters. The position peaked at $432K in Q1 2020. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Brandywine Oak Private Wealth reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,112 Thomson Reuters shares in Q3 2025, an estimated $227K.
  • Brandywine Oak Private Wealth first reported a position in Thomson Reuters in Q4 2018 and held it in 16 quarters.
  • Brandywine Oak Private Wealth's Thomson Reuters position peaked at $432K in Q1 2020.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.