Action Point Financial Planning’s Tootsie Roll Industries TR Stock Holding History

Action Point Financial Planning’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$988	Buy	+26	New	+$1.05K	﹤0.01%	2489

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

Action Point Financial Planning's TR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Tootsie Roll Industries (TR) in Q2 2026: 26 shares worth $988. The stake represents ﹤0.01% of the portfolio and ranks #2489 among its holdings.

230 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Action Point Financial Planning held 26 shares of Tootsie Roll Industries worth $988 as of Q2 2026.
Tootsie Roll Industries was a new Action Point Financial Planning position in Q2 2026.
Tootsie Roll Industries made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2489 holding.
230 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.