Larson Financial Group
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Larson Financial Group’s ServiceTitan Inc TTAN Stock Holding History

Larson Financial Group’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
Q3 		$141K Buy
2,149
+548
+34% +$42.9K ﹤0.01% 1090
2026
Q2 		$113K Buy
1,601
+1,598
+53,267% +$103K ﹤0.01% 1121
2026
Q1 		$190 Sell
3
-43
-93% -$3.32K ﹤0.01% 3458
2025
Q4 		$4.9K Hold
46
– – ﹤0.01% 2468
2025
Q3 		$4.64K Buy
+46
New +$5.05K ﹤0.01% 2381

Other funds holding TTAN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Thoma Bravo
Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Larson Financial Group's TTAN Position: Q3 2026 in Review

Larson Financial Group increased its ServiceTitan Inc (TTAN) stake by 34% in Q3 2026, buying an estimated $42.9K and bringing the position to 2,149 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Larson Financial Group first reported a position in TTAN in Q3 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

  • Larson Financial Group held 2,149 shares of ServiceTitan Inc worth $141K as of Q3 2026.
  • Larson Financial Group bought 548 ServiceTitan Inc shares in Q3 2026, an estimated $42.9K.
  • ServiceTitan Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1090 holding.
  • Larson Financial Group first reported a position in ServiceTitan Inc in Q3 2025 and has held it in 5 quarters since.
  • 152 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.