Ballentine Partners, LLC TITN — TITAN MACHY INC

Ownership history in Ballentine Partners, LLC  ·  8 quarters on record

AI Ownership Summary

Ballentine Partners, LLC reported TITAN MACHY INC (TITN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows TITN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TITN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ballentine Partners, LLC's position in TITAN MACHY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TITN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TITN stock page Ballentine Partners, LLC fund profile Ballentine Partners, LLC full holdings
How Ballentine Partners, LLC held TITN — position size vs. price
% of Fund (quarterly)    TITN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,249 — 0% 0.00% $216K 2026-07-17 $19.14
2026 Q1 REDUCED — — — 10,249 -143 -1.4% 0.00% $171K 2026-05-14 $20.15
2025 Q4 REDUCED 18.5% +11.2% ❌ 10,392 -2,360 -18.5% 0.00% $156K 2026-02-03 $17.24
2025 Q3 UNCHANGED — — — 12,752 — 0% 0.00% $213K 2025-11-03 $16.74
2025 Q2 REDUCED — — — 12,752 -547 -4.1% 0.00% $253K 2025-07-15 $19.39
2025 Q1 REDUCED 7.4% +16.3% ❌ 13,299 -1,056 -7.4% 0.00% $227K 2025-05-01 $16.92
2024 Q4 REDUCED 17.9% +20.6% ❌ 14,355 -3,120 -17.9% 0.00% $203K 2025-01-16 $14.87
2024 Q3 INITIATED — — — 17,475 — — 0.00% $243K 2024-10-23 $14.72

🏢 Other funds also holding TITN

As of 2026 Q2 — sorted by position size

NJ State Employees Deferred Compensation Plan 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Ballentine Partners, LLC and TITN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ballentine Partners, LLC reported owning TITN?

Ballentine Partners, LLC reported TITN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported TITN position in Ballentine Partners, LLC's portfolio?

The largest reported portfolio weight for TITN was 0.00% in 2024 Q3.

What is the latest reported TITN position on this page?

The most recent filing on this page is 2026 Q2, when Ballentine Partners, LLC reported 10,249 shares, equal to 0.00% of portfolio, with an estimated market value of $216K.

What does the chart on this TITN ownership page compare?

The chart compares Ballentine Partners, LLC's quarterly TITN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ballentine Partners, LLC time their TITN position?

Based on 13F filing dates vs. subsequent TITN price moves, Ballentine Partners, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TITN relative to SPY over the holding period was -0.5%.

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