13F Insight
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DOSSIER · 13F-HR · Q1 2026

Heritage Trust Co

$997M in tracked AUM across 471 positions as of Q1 2026.

HT
CIK 0001706028 · last filed Mar 31, 2026
Total AUM
$997M
as of Q1 2026
Holdings
471
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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