Jones Financial Companies’s Tootsie Roll Industries TR Stock Holding History

Jones Financial Companies’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 Q1	$4.96K	Buy	117 +6	+5%	+$235	﹤0.01%	3844
2025 Q4	$3.94K	Buy	111 +14	+14%	+$530	﹤0.01%	3595
2025 Q3	$3.87K	Hold	97	–	–	﹤0.01%	3452
2025 Q2	$3.14K	Buy	97 +3	+3%	+$96	﹤0.01%	3309
2025 Q1	$2.86K	Sell	94 -10	-10%	-$298	﹤0.01%	3149
2024 Q4	$3.17K	Buy	+104	New	+$3.07K	﹤0.01%	2887
2022 Q3	–	Sell	-359	Closed	-$11K	–	733
2022 Q2	$11K	Buy	+359	New	+$10.8K	﹤0.01%	468

Other funds holding TR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

HWM

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

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

Jones Financial Companies's TR Position: Q1 2026 in Review

Jones Financial Companies increased its Tootsie Roll Industries (TR) stake by 5.4% in Q1 2026, buying an estimated $235 and bringing the position to 117 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3844.

Jones Financial Companies first reported a position in TR in Q2 2022 and has held it in 7 quarters since. The position peaked at $11K in Q2 2022. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

Jones Financial Companies held 117 shares of Tootsie Roll Industries worth $4.96K as of Q1 2026.
Jones Financial Companies bought 6 Tootsie Roll Industries shares in Q1 2026, an estimated $235.
Tootsie Roll Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3844 holding.
Jones Financial Companies first reported a position in Tootsie Roll Industries in Q2 2022 and has held it in 7 quarters since.
Jones Financial Companies's Tootsie Roll Industries position peaked at $11K in Q2 2022.
221 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.