PWMAI
TTAN

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ServiceTitan Inc TTAN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio TTAN Stock Details TTAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Buy
2,169
+50
+2% +$3.22K 0.04% 200
2026
Q1 		$134K Buy
+2,119
New +$164K 0.04% 198

Other funds holding TTAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TTAN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its ServiceTitan Inc (TTAN) stake by 2.4% in Q2 2026, buying an estimated $3.22K and bringing the position to 2,169 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #200.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TTAN in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,169 shares of ServiceTitan Inc worth $153K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 50 ServiceTitan Inc shares in Q2 2026, an estimated $3.22K.
  • ServiceTitan Inc made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #200 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ServiceTitan Inc in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.