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Twin Peaks Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Twin Peaks Wealth 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 		$2.18K Buy
+51
New +$2K ﹤0.01% 1682
2025
Q3 		– Sell
-80
Closed -$3.08K – 1956
2025
Q2 		$3.08K Buy
+80
New +$2.56K ﹤0.01% 1498

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

Twin Peaks Wealth Advisors's TR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Tootsie Roll Industries (TR) in Q1 2026: 51 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TR in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.08K in Q2 2025. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 51 shares of Tootsie Roll Industries worth $2.18K as of Q1 2026.
  • Tootsie Roll Industries was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Tootsie Roll Industries made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1682 holding.
  • Twin Peaks Wealth Advisors first reported a position in Tootsie Roll Industries in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Tootsie Roll Industries position peaked at $3.08K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.