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

JFS 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 Q2	$2.06K	Sell	52 -1	-2%	-$40	﹤0.01%	1600
2026 Q1	$2.28K	Buy	53 +6	+13%	+$235	﹤0.01%	1465
2025 Q4	$1.69K	Buy	47 +10	+27%	+$379	﹤0.01%	1598
2025 Q3	$1.51K	Hold	37	–	–	﹤0.01%	1506
2025 Q2	$1.21K	Buy	37 +12	+48%	+$385	﹤0.01%	1521
2025 Q1	$759	Hold	25	–	–	﹤0.01%	1700
2024 Q4	$776	Sell	25 -2	-7%	-$59	﹤0.01%	1719
2024 Q3	$775	Buy	27 +2	+8%	+$57	﹤0.01%	1740
2024 Q2	$734	Hold	25	–	–	﹤0.01%	1739
2024 Q1	$769	Sell	25 -3	-11%	-$91	﹤0.01%	1717
2023 Q4	$865	Buy	28 +4	+17%	+$117	﹤0.01%	1681
2023 Q3	$657	Sell	24 -8	-25%	-$240	﹤0.01%	1692
2023 Q2	$1.03K	Sell	32 -2	-6%	-$73	﹤0.01%	1596
2023 Q1	$1.39K	Sell	34 -1	-3%	-$40	﹤0.01%	1488
2022 Q4	$1.32K	Buy	35 +3	+9%	+$109	﹤0.01%	1519
2022 Q3	$1K	Buy	32 +9	+39%	+$281	﹤0.01%	1664
2022 Q2	$1K	Sell	23 -2	-8%	-$60	﹤0.01%	1653
2022 Q1	$1K	Buy	25 +15	+150%	+$448	﹤0.01%	1744
2021 Q4	$0	Buy	+10	New	+$289	﹤0.01%	1882
2015 Q2	–	Sell	-2,852	Closed	-$70K	–	527
2015 Q1	$70K	Hold	2,852	–	–	0.03%	152
2014 Q4	$61K	Buy	+2,852	New	+$58.3K	0.01%	165

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JFS Wealth Advisors's TR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Tootsie Roll Industries (TR) stake by 1.9% in Q2 2026, selling an estimated $40 and leaving 52 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

JFS Wealth Advisors first reported a position in TR in Q4 2014 and has held it in 21 quarters since. The position peaked at $70K in Q1 2015. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

JFS Wealth Advisors held 52 shares of Tootsie Roll Industries worth $2.06K as of Q2 2026.
JFS Wealth Advisors sold 1 Tootsie Roll Industries share in Q2 2026, an estimated $40.
Tootsie Roll Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1600 holding.
JFS Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2014 and has held it in 21 quarters since.
JFS Wealth Advisors's Tootsie Roll Industries position peaked at $70K in Q1 2015.
231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.