CIBC Private Wealth Group’s Tootsie Roll Industries TR Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$147	Sell	4 -463	-99%	-$17.5K	﹤0.01%	3265
2025 Q3	$19K	Buy	+467	New	+$17.7K	﹤0.01%	2170
2024 Q3	–	Sell	-29	Closed	-$793	–	3297
2024 Q2	$793	Sell	29 -535	-95%	-$15.1K	﹤0.01%	2929
2024 Q1	$16.9K	Buy	+564	New	+$17.1K	﹤0.01%	2103
2018 Q3	–	Sell	-1,172	Closed	-$29K	–	1659
2018 Q2	$29K	Buy	1,172 +31	+3%	+$716	﹤0.01%	1314
2018 Q1	$27K	Sell	1,141 -35	-3%	-$909	﹤0.01%	1311
2017 Q4	$33K	Buy	+1,176	New	+$32.9K	﹤0.01%	1295

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's TR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Tootsie Roll Industries (TR) stake by 99% in Q4 2025, selling an estimated $17.5K and leaving 4 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

CIBC Private Wealth Group first reported a position in TR in Q4 2017 and has held it in 7 quarters since. The position peaked at $33K in Q4 2017. 214 funds tracked by Wall St. Rank hold TR as of Q4 2025.

CIBC Private Wealth Group held 4 shares of Tootsie Roll Industries worth $147 as of Q4 2025.
CIBC Private Wealth Group sold 463 Tootsie Roll Industries shares in Q4 2025, an estimated $17.5K.
Tootsie Roll Industries made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3265 holding.
CIBC Private Wealth Group first reported a position in Tootsie Roll Industries in Q4 2017 and has held it in 7 quarters since.
CIBC Private Wealth Group's Tootsie Roll Industries position peaked at $33K in Q4 2017.
214 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.