SILVER OAK SECURITIES, INCORPORATED RAVI — FLEXSHARES TR

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  17 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported FLEXSHARES TR (RAVI) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2023 Q4. The latest visible filing shows RAVI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RAVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVER OAK SECURITIES, INCORPORATED's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RAVI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RAVI stock page SILVER OAK SECURITIES, INCORPORATED fund profile SILVER OAK SECURITIES, INCORPORATED full holdings
How SILVER OAK SECURITIES, INCORPORATED held RAVI — position size vs. price
% of Fund (quarterly)    RAVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,987 -53 -0.8% 0.04% $527K 2026-04-20 $75.37
2025 Q4 REDUCED 29.9% +0.7% ❌ 7,040 -2,998 -29.9% 0.04% $530K 2026-01-15 $74.69
2025 Q3 REDUCED — — — 10,038 -316 -3.1% 0.06% $759K 2025-10-21 $73.96
2025 Q2 REDUCED 5.6% +1.3% ❌ 10,354 -610 -5.6% 0.06% $782K 2025-07-11 $72.88
2025 Q1 ADDED — — — 10,964 +59 +0.5% 0.08% $828K 2025-04-21 $71.93
2024 Q4 REDUCED 25.1% +1.3% ❌ 10,905 -3,649 -25.1% 0.08% $820K 2025-01-27 $71.36
2024 Q3 ADDED — — — 14,554 +4,459 +44.2% 0.12% $1.1M 2024-10-23 $70.41
2024 Q2 REDUCED 13.7% +1.7% ❌ 10,095 -1,607 -13.7% 0.11% $762K 2024-07-12 $69.34
2024 Q1 REDUCED 51.0% +1.4% ❌ 11,702 -12,164 -51.0% 0.14% $883K 2024-05-10 $68.65
2023 Q4 REDUCED 7.6% +1.4% ❌ 23,866 -1,968 -7.6% 0.24% $1.8M 2024-02-05 $67.65
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RAVI

As of 2026 Q1 — sorted by position size

INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 6.24% Tactive Advisors, LLC 3.22% Boltwood Capital Management 3Y 7Y 0.39% Auour Investments LLC 0.37% Beacon Financial Advisory LLC 3Y 0.21% CAMBIENT FAMILY OFFICE, LLC 0.04% Walkner Condon Financial Advisors LLC 3Y 0.03% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.02% PINNACLE ASSOCIATES LTD 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.01%

FAQ About SILVER OAK SECURITIES, INCORPORATED and RAVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVER OAK SECURITIES, INCORPORATED reported owning RAVI?

SILVER OAK SECURITIES, INCORPORATED reported RAVI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RAVI position in SILVER OAK SECURITIES, INCORPORATED's portfolio?

The largest reported portfolio weight for RAVI was 0.24% in 2023 Q4.

What is the latest reported RAVI position on this page?

The most recent filing on this page is 2026 Q1, when SILVER OAK SECURITIES, INCORPORATED reported 6,987 shares, equal to 0.04% of portfolio, with an estimated market value of $527K.

What does the chart on this RAVI ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED's quarterly RAVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SILVER OAK SECURITIES, INCORPORATED time their RAVI position?

Based on 13F filing dates vs. subsequent RAVI price moves, SILVER OAK SECURITIES, INCORPORATED correctly timed 4 out of 15 reported position changes (27%). The annualised alpha on RAVI relative to SPY over the holding period was -10.8%.

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