Arete Wealth Advisors
TR icon

Arete Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Arete Wealth Advisors’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
Q3 		$591K Sell
15,642
-290
-2% -$11.4K 0.04% 292
2026
Q2 		$630K Buy
15,932
+1,750
+12% +$70.8K 0.04% 268
2026
Q1 		$607K Buy
14,182
+2,838
+25% +$111K 0.05% 258
2025
Q4 		$403K Buy
+11,344
New +$430K 0.03% 322

Other funds holding TR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $381M AUM 3.33% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arete Wealth Advisors's TR Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Tootsie Roll Industries (TR) stake by 1.8% in Q3 2026, selling an estimated $11.4K and leaving 15,642 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #292.

Arete Wealth Advisors first reported a position in TR in Q4 2025 and has held it in 4 quarters since. The position peaked at $630K in Q2 2026. 140 funds tracked by Wall St. Rank hold TR as of Q3 2026.

  • Arete Wealth Advisors held 15,642 shares of Tootsie Roll Industries worth $591K as of Q3 2026.
  • Arete Wealth Advisors sold 290 Tootsie Roll Industries shares in Q3 2026, an estimated $11.4K.
  • Tootsie Roll Industries made up 0.04% of Arete Wealth Advisors's portfolio in Q3 2026, its #292 holding.
  • Arete Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2025 and has held it in 4 quarters since.
  • Arete Wealth Advisors's Tootsie Roll Industries position peaked at $630K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.