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
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 $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

Heritage Wealth Advisors's TTAM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Titan America SA (TTAM) position steady in Q1 2026 at 692 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Heritage Wealth Advisors first reported a position in TTAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q4 2025. 113 funds tracked by Wall St. Rank hold TTAM as of Q1 2026.

  • Heritage Wealth Advisors held 692 shares of Titan America SA worth $10.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Titan America SA share count unchanged in Q1 2026.
  • Titan America SA made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #518 holding.
  • Heritage Wealth Advisors first reported a position in Titan America SA in Q3 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's Titan America SA position peaked at $11.4K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Titan America SA as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.