WFA
TTAN

West Financial Advisors’s ServiceTitan Inc TTAN Stock Holding History

West Financial Advisors’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
Q2 		$778 Buy
+11
New +$708 ﹤0.01% 205

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WT
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AAIS
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TFCM
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Cambridge Investment Research Advisors
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LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

West Financial Advisors's TTAN Position: Q2 2026 in Review

West Financial Advisors opened a new position in ServiceTitan Inc (TTAN) in Q2 2026: 11 shares worth $778. The stake represents ﹤0.01% of the portfolio and ranks #205 among its holdings.

73 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • West Financial Advisors held 11 shares of ServiceTitan Inc worth $778 as of Q2 2026.
  • ServiceTitan Inc was a new West Financial Advisors position in Q2 2026.
  • ServiceTitan Inc made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #205 holding.
  • 73 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.