Oak Hill Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Oak Hill Wealth 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
2025 Q3	$383K	Hold	2,425	–	–	0.07%	110
2025 Q2	$493K	Hold	2,425	–	–	0.1%	96
2025 Q1	$426K	Hold	2,425	–	–	0.1%	94
2024 Q4	$395K	Buy	+2,425	New	+$408K	0.09%	95
2024 Q3	–	Sell	-1,737	Closed	-$293K	–	201
2024 Q2	$297K	Buy	+1,737	New	+$288K	0.09%	86
2024 Q1	–	Sell	-1,737	Closed	-$270K	–	188
2023 Q4	$258K	Sell	1,737 -688	-28%	-$92.9K	0.09%	92
2023 Q3	$301K	Buy	2,425 +688	+40%	+$90.7K	0.12%	79
2023 Q2	$238K	Hold	1,737	–	–	0.09%	97
2023 Q1	$238K	Hold	1,737	–	–	0.09%	95
2022 Q4	$209K	Buy	+1,737	New	+$200K	0.09%	101

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Oak Hill Wealth Advisors's TRI Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Thomson Reuters (TRI) position steady in Q3 2025 at 2,425 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #110.

Oak Hill Wealth Advisors first reported a position in TRI in Q4 2022 and has held it in 10 quarters since. The position peaked at $493K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Oak Hill Wealth Advisors held 2,425 shares of Thomson Reuters worth $383K as of Q3 2025.
Oak Hill Wealth Advisors left its Thomson Reuters share count unchanged in Q3 2025.
Thomson Reuters made up 0.07% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #110 holding.
Oak Hill Wealth Advisors first reported a position in Thomson Reuters in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Thomson Reuters position peaked at $493K in Q2 2025.
521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

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