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Kestra Investment Management’s Tootsie Roll Industries TR Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-166
Closed -$5.38K – 722
2025
Q2 		$5.38K Buy
166
+11
+7% +$353 ﹤0.01% 590
2025
Q1 		$4.73K Buy
+155
New +$4.62K ﹤0.01% 683

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

Kestra Investment Management's TR Position: Q3 2025 in Review

Kestra Investment Management sold out of Tootsie Roll Industries (TR) in Q3 2025, closing a stake of 166 shares — an estimated $5.38K sold.

Kestra Investment Management first reported a position in TR in Q1 2025 and held it in 2 quarters. The position peaked at $5.38K in Q2 2025. 217 funds tracked by Wall St. Rank hold TR as of Q3 2025.

  • Kestra Investment Management reported no remaining Tootsie Roll Industries position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 166 Tootsie Roll Industries shares in Q3 2025, an estimated $5.38K.
  • Kestra Investment Management first reported a position in Tootsie Roll Industries in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Tootsie Roll Industries position peaked at $5.38K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.