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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
2024
Q4 		– Sell
-1,737
Closed -$301K – 220
2024
Q3 		$301K Buy
+1,737
New +$293K 0.07% 96
2024
Q2 		– Sell
-1,737
Closed -$275K – 196
2024
Q1 		$275K Buy
+1,737
New +$270K 0.09% 91

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
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.