Heritage Trust
SSRM icon

Heritage Trust’s SSR Mining SSRM Stock Holding History

Heritage Trust’s Portfolio SSRM Stock Details SSRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$526K Hold
15,774
– – 0.04% 227
2026
Q2 		$446K Hold
15,774
– – 0.04% 233
2026
Q1 		$464K Hold
15,774
– – 0.05% 222
2025
Q4 		$346K Hold
15,774
– – 0.04% 253
2025
Q3 		$385K Hold
15,774
– – 0.04% 239
2025
Q2 		$201K Sell
15,774
-4,226
-21% -$47.7K 0.02% 290
2025
Q1 		$201K Hold
20,000
– – 0.02% 293
2024
Q4 		$139K Buy
+20,000
New +$124K 0.02% 297
2024
Q2 		$90.2K Hold
20,000
– – 0.01% 282
2024
Q1 		$89.2K Hold
20,000
– – 0.01% 285
2023
Q4 		$284K Buy
+20,000
New +$243K 0.04% 238

Other funds holding SSRM

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Heritage Trust's SSRM Position: Q3 2026 in Review

Heritage Trust held its SSR Mining (SSRM) position steady in Q3 2026 at 15,774 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #227.

Heritage Trust first reported a position in SSRM in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold SSRM as of Q3 2026.

  • Heritage Trust held 15,774 shares of SSR Mining worth $526K as of Q3 2026.
  • Heritage Trust left its SSR Mining share count unchanged in Q3 2026.
  • SSR Mining made up 0.04% of Heritage Trust's portfolio in Q3 2026, its #227 holding.
  • Heritage Trust first reported a position in SSR Mining in Q4 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held SSR Mining as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.