Carson Wealth (CWM LLC)
TTAM

Carson Wealth (CWM LLC)’s Titan America SA TTAM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TTAM Stock Details TTAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80K Buy
5,342
+791
+17% +$13.5K ﹤0.01% 3448
2025
Q4 		$75K Buy
4,551
+482
+12% +$7.54K ﹤0.01% 3299
2025
Q3 		$61K Buy
+4,069
New +$60K ﹤0.01% 3368

Other funds holding TTAM

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TTAM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Titan America SA (TTAM) stake by 17% in Q1 2026, buying an estimated $13.5K and bringing the position to 5,342 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #3448.

Carson Wealth (CWM LLC) first reported a position in TTAM in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold TTAM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,342 shares of Titan America SA worth $80K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 791 Titan America SA shares in Q1 2026, an estimated $13.5K.
  • Titan America SA made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3448 holding.
  • Carson Wealth (CWM LLC) first reported a position in Titan America SA in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Titan America SA as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.