Abacus Wealth Partners’s Heritage Commerce HTBK Stock Holding History

Abacus Wealth Partners’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-45,835	Closed	-$572K	–	403
2026 Q1	$572K	Buy	45,835 +1,066	+2%	+$13.5K	0.05%	190
2025 Q4	$538K	Buy	+44,769	New	+$486K	0.05%	202

Other funds holding HTBK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abacus Wealth Partners's HTBK Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 45,835 shares — an estimated $572K sold.

Abacus Wealth Partners first reported a position in HTBK in Q4 2025 and held it in 2 quarters. The position peaked at $572K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

Abacus Wealth Partners reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 45,835 Heritage Commerce shares in Q2 2026, an estimated $572K.
Abacus Wealth Partners first reported a position in Heritage Commerce in Q4 2025 and held it in 2 quarters.
Abacus Wealth Partners's Heritage Commerce position peaked at $572K in Q1 2026.
1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.