Root Financial Partners
TR icon

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
Q3 		$5.18K Buy
+138
New +$5.41K ﹤0.01% 2217
2026
Q2 		– Sell
-122
Closed -$5.21K – 2953
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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $381M AUM 3.33% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Root Financial Partners's TR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Tootsie Roll Industries (TR) in Q3 2026: 138 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #2217 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TR as recently as Q1 2026.

Root Financial Partners first reported a position in TR in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.21K in Q1 2026. 173 funds tracked by Wall St. Rank hold TR as of Q3 2026.

  • Root Financial Partners held 138 shares of Tootsie Roll Industries worth $5.18K as of Q3 2026.
  • Tootsie Roll Industries was a new Root Financial Partners position in Q3 2026.
  • Tootsie Roll Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2217 holding.
  • Root Financial Partners first reported a position in Tootsie Roll Industries in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Tootsie Roll Industries position peaked at $5.21K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.