AssetMark Inc
TR icon

AssetMark Inc’s Tootsie Roll Industries TR Stock Holding History

AssetMark Inc’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 		$789 Buy
21
+3
+17% +$118 ﹤0.01% 3286
2026
Q2 		$712 Buy
+18
New +$728 ﹤0.01% 3221
2018
Q1 		– Sell
-38
Closed -$1K – 1975
2017
Q4 		$1K Buy
+38
New +$1.06K ﹤0.01% 1720

Other funds holding TR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

AssetMark Inc's TR Position: Q3 2026 in Review

AssetMark Inc increased its Tootsie Roll Industries (TR) stake by 17% in Q3 2026, buying an estimated $118 and bringing the position to 21 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

AssetMark Inc first reported a position in TR in Q4 2017 and has held it in 3 quarters since. The position peaked at $1K in Q4 2017. 116 funds tracked by Wall St. Rank hold TR as of Q3 2026.

  • AssetMark Inc held 21 shares of Tootsie Roll Industries worth $789 as of Q3 2026.
  • AssetMark Inc bought 3 Tootsie Roll Industries shares in Q3 2026, an estimated $118.
  • Tootsie Roll Industries made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3286 holding.
  • AssetMark Inc first reported a position in Tootsie Roll Industries in Q4 2017 and has held it in 3 quarters since.
  • AssetMark Inc's Tootsie Roll Industries position peaked at $1K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.