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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Trust's SSRM Position: Q2 2026 in Review

Heritage Trust held its SSR Mining (SSRM) position steady in Q2 2026 at 15,774 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #233.

Heritage Trust first reported a position in SSRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $464K in Q1 2026. 392 funds tracked by Wall St. Rank hold SSRM as of Q2 2026.

  • Heritage Trust held 15,774 shares of SSR Mining worth $446K as of Q2 2026.
  • Heritage Trust left its SSR Mining share count unchanged in Q2 2026.
  • SSR Mining made up 0.04% of Heritage Trust's portfolio in Q2 2026, its #233 holding.
  • Heritage Trust first reported a position in SSR Mining in Q4 2023 and has held it in 10 quarters since.
  • Heritage Trust's SSR Mining position peaked at $464K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held SSR Mining as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.