UMB Bank’s Tootsie Roll Industries TR Stock Holding History

UMB Bank’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 Q2	$6.33K	Sell	160 -50	-24%	-$2.02K	﹤0.01%	2044
2026 Q1	$8.98K	Buy	210 +17	+9%	+$666	﹤0.01%	1898
2025 Q4	$6.85K	Buy	193 +64	+50%	+$2.42K	﹤0.01%	1944
2025 Q3	$5.24K	Buy	129 +39	+43%	+$1.48K	﹤0.01%	1868
2025 Q2	$2.91K	Sell	90 -4	-4%	-$128	﹤0.01%	1948
2025 Q1	$2.88K	Buy	94 +78	+488%	+$2.32K	﹤0.01%	1906
2024 Q4	$485	Hold	16	–	–	﹤0.01%	2032
2024 Q3	$465	Buy	+16	New	+$455	﹤0.01%	2108
2023 Q3	–	Sell	-3,156	Closed	-$102K	–	1743
2023 Q2	$102K	Sell	3,156 -343	-10%	-$12.5K	﹤0.01%	696
2023 Q1	$144K	Hold	3,499	–	–	﹤0.01%	629
2022 Q4	$132K	Sell	3,499 -111	-3%	-$4.05K	﹤0.01%	650
2022 Q3	$107K	Hold	3,610	–	–	﹤0.01%	717
2022 Q2	$113K	Buy	3,610 +104	+3%	+$3.14K	﹤0.01%	730
2022 Q1	$109K	Sell	3,506 -105	-3%	-$3.13K	﹤0.01%	767
2021 Q4	$113K	Buy	+3,611	New	+$105K	﹤0.01%	786

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

UMB Bank's TR Position: Q2 2026 in Review

UMB Bank reduced its Tootsie Roll Industries (TR) stake by 24% in Q2 2026, selling an estimated $2.02K and leaving 160 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

UMB Bank first reported a position in TR in Q4 2021 and has held it in 15 quarters since. The position peaked at $144K in Q1 2023. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

UMB Bank held 160 shares of Tootsie Roll Industries worth $6.33K as of Q2 2026.
UMB Bank sold 50 Tootsie Roll Industries shares in Q2 2026, an estimated $2.02K.
Tootsie Roll Industries made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2044 holding.
UMB Bank first reported a position in Tootsie Roll Industries in Q4 2021 and has held it in 15 quarters since.
UMB Bank's Tootsie Roll Industries position peaked at $144K in Q1 2023.
231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.