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Godfrey Financial Associates’s Tootsie Roll Industries TR Stock Holding History

Godfrey Financial Associates’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 		$21.6K Buy
545
+15
+3% +$607 0.02% 347
2026
Q1 		$22.6K Sell
530
-16
-3% -$627 0.02% 324
2025
Q4 		$19.4K Buy
+546
New +$20.7K 0.02% 327

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Vanguard Capital Management
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State Street
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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

Godfrey Financial Associates's TR Position: Q2 2026 in Review

Godfrey Financial Associates increased its Tootsie Roll Industries (TR) stake by 2.8% in Q2 2026, buying an estimated $607 and bringing the position to 545 shares worth $21.6K. The position accounts for 0.02% of the portfolio, ranked #347.

Godfrey Financial Associates first reported a position in TR in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.6K in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Godfrey Financial Associates held 545 shares of Tootsie Roll Industries worth $21.6K as of Q2 2026.
  • Godfrey Financial Associates bought 15 Tootsie Roll Industries shares in Q2 2026, an estimated $607.
  • Tootsie Roll Industries made up 0.02% of Godfrey Financial Associates's portfolio in Q2 2026, its #347 holding.
  • Godfrey Financial Associates first reported a position in Tootsie Roll Industries in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Tootsie Roll Industries position peaked at $22.6K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

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