PI
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PFG Investments’s Tootsie Roll Industries TR Stock Holding History

PFG Investments’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 		$293K Sell
6,859
-206
-3% -$8.07K 0.01% 867
2025
Q4 		$251K Hold
7,065
– – 0.01% 905
2025
Q3 		$288K Hold
7,065
– – 0.01% 810
2025
Q2 		$229K Buy
7,065
+204
+3% +$6.54K 0.01% 855
2025
Q1 		$210K Sell
6,861
-206
-3% -$6.14K 0.01% 860
2024
Q4 		$215K Hold
7,067
– – 0.01% 867
2024
Q3 		$206K Hold
7,067
– – 0.01% 885
2024
Q2 		$204K Buy
7,067
+205
+3% +$5.78K 0.01% 814
2024
Q1 		$207K Buy
+6,862
New +$208K 0.01% 896

Other funds holding TR

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return