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Root Financial Partners’s Tootsie Roll Industries TR Stock Holding History

Root Financial Partners’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 		$5.21K Buy
122
+14
+13% +$548 ﹤0.01% 1940
2025
Q4 		$3.85K Buy
108
+16
+17% +$606 ﹤0.01% 1843
2025
Q3 		$3.73K Buy
+92
New +$3.48K ﹤0.01% 1820

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

Root Financial Partners's TR Position: Q1 2026 in Review

Root Financial Partners increased its Tootsie Roll Industries (TR) stake by 13% in Q1 2026, buying an estimated $548 and bringing the position to 122 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Root Financial Partners first reported a position in TR in Q3 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Root Financial Partners held 122 shares of Tootsie Roll Industries worth $5.21K as of Q1 2026.
  • Root Financial Partners bought 14 Tootsie Roll Industries shares in Q1 2026, an estimated $548.
  • Tootsie Roll Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1940 holding.
  • Root Financial Partners first reported a position in Tootsie Roll Industries in Q3 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.