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Kelleher Financial Advisors’s Tootsie Roll Industries TR Stock Holding History

Kelleher Financial 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
Q1 		$7.16K Sell
214
-6
-3% -$235 ﹤0.01% 572
2025
Q4 		$7.84K Hold
220
– – ﹤0.01% 599
2025
Q3 		$8.97K Buy
+220
New +$8.32K ﹤0.01% 512

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kelleher Financial Advisors's TR Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Tootsie Roll Industries (TR) stake by 2.7% in Q1 2026, selling an estimated $235 and leaving 214 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Kelleher Financial Advisors first reported a position in TR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.97K in Q3 2025. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Kelleher Financial Advisors held 214 shares of Tootsie Roll Industries worth $7.16K as of Q1 2026.
  • Kelleher Financial Advisors sold 6 Tootsie Roll Industries shares in Q1 2026, an estimated $235.
  • Tootsie Roll Industries made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #572 holding.
  • Kelleher Financial Advisors first reported a position in Tootsie Roll Industries in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Tootsie Roll Industries position peaked at $8.97K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.