SilverOak Wealth Management’s Thomson Reuters TRI Stock Holding History

SilverOak 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	-3,422	Closed	-$313K	–	133
2026 Q1	$313K	Hold	3,422	–	–	0.05%	95
2025 Q4	$458K	Hold	3,422	–	–	0.07%	73
2025 Q3	$540K	Hold	3,422	–	–	0.09%	67
2025 Q2	$699K	Hold	3,422	–	–	0.13%	53
2025 Q1	$601K	Hold	3,422	–	–	0.13%	51
2024 Q4	$557K	Hold	3,422	–	–	0.12%	56
2024 Q3	$593K	Hold	3,422	–	–	0.13%	56
2024 Q2	$586K	Hold	3,422	–	–	0.14%	53
2024 Q1	$542K	Hold	3,422	–	–	0.13%	54
2023 Q4	$508K	Buy	+3,422	New	+$462K	0.14%	53

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

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

SilverOak Wealth Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 3,422 shares — an estimated $313K sold.

SilverOak Wealth Management first reported a position in TRI in Q4 2023 and held it in 10 quarters. The position peaked at $699K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

SilverOak Wealth Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
SilverOak Wealth Management sold 3,422 Thomson Reuters shares in Q2 2026, an estimated $313K.
SilverOak Wealth Management first reported a position in Thomson Reuters in Q4 2023 and held it in 10 quarters.
SilverOak Wealth Management's Thomson Reuters position peaked at $699K in Q2 2025.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.