AF
TR icon

Allworth Financial’s Tootsie Roll Industries TR Stock Holding History

Allworth Financial’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 		$3.56K Sell
90
-26
-22% -$1.05K ﹤0.01% 4294
2026
Q1 		$4.94K Sell
116
-24
-17% -$940 ﹤0.01% 3969
2025
Q4 		$4.98K Buy
140
+5
+4% +$189 ﹤0.01% 3717
2025
Q3 		$5.49K Buy
135
+27
+25% +$1.02K ﹤0.01% 3501
2025
Q2 		$3.51K Buy
108
+66
+157% +$2.12K ﹤0.01% 3456
2025
Q1 		$1.31K Hold
42
– – ﹤0.01% 3374
2024
Q4 		$1.24K Hold
42
– – ﹤0.01% 3335
2024
Q3 		$1.24K Sell
42
-11
-21% -$313 ﹤0.01% 3146
2024
Q2 		$1.5K Buy
53
+11
+26% +$310 ﹤0.01% 3029
2024
Q1 		$1.29K Sell
42
-1
-2% -$30 ﹤0.01% 2994
2023
Q4 		$1.3K Sell
43
-86
-67% -$2.52K ﹤0.01% 2861
2023
Q3 		$3.52K Buy
+129
New +$3.86K ﹤0.01% 2287

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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

Allworth Financial's TR Position: Q2 2026 in Review

Allworth Financial reduced its Tootsie Roll Industries (TR) stake by 22% in Q2 2026, selling an estimated $1.05K and leaving 90 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Allworth Financial first reported a position in TR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.49K in Q3 2025. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Allworth Financial held 90 shares of Tootsie Roll Industries worth $3.56K as of Q2 2026.
  • Allworth Financial sold 26 Tootsie Roll Industries shares in Q2 2026, an estimated $1.05K.
  • Tootsie Roll Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4294 holding.
  • Allworth Financial first reported a position in Tootsie Roll Industries in Q3 2023 and has held it in 12 quarters since.
  • Allworth Financial's Tootsie Roll Industries position peaked at $5.49K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.