HWA
TTAM

Heritage Wealth Advisors’s Titan America SA TTAM Stock Holding History

Heritage Wealth Advisors’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
Q2 		$12.9K Hold
692
– – ﹤0.01% 496
2026
Q1 		$10.4K Hold
692
– – ﹤0.01% 518
2025
Q4 		$11.4K Hold
692
– – ﹤0.01% 446
2025
Q3 		$10.3K Buy
+692
New +$10.2K ﹤0.01% 424

Other funds holding TTAM

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's TTAM Position: Q2 2026 in Review

Heritage Wealth Advisors held its Titan America SA (TTAM) position steady in Q2 2026 at 692 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Heritage Wealth Advisors first reported a position in TTAM in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold TTAM as of Q2 2026.

  • Heritage Wealth Advisors held 692 shares of Titan America SA worth $12.9K as of Q2 2026.
  • Heritage Wealth Advisors left its Titan America SA share count unchanged in Q2 2026.
  • Titan America SA made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #496 holding.
  • Heritage Wealth Advisors first reported a position in Titan America SA in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Titan America SA as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.