ACM
HTBK

AH Capital Management’s Heritage Commerce HTBK Stock Holding History

AH Capital Management’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
Q1 		– Sell
-82,740
Closed -$129K – 17
2025
Q4 		$129K Buy
+82,740
New +$898K 0.01% 13

Other funds holding HTBK

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VCM
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State Street
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AH Capital Management's HTBK Position: Q1 2026 in Review

AH Capital Management sold out of Heritage Commerce (HTBK) in Q1 2026, closing a stake of 82,740 shares — an estimated $129K sold.

AH Capital Management first reported a position in HTBK in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • AH Capital Management reported no remaining Heritage Commerce position as of Q1 2026 after selling out during the quarter.
  • AH Capital Management sold 82,740 Heritage Commerce shares in Q1 2026, an estimated $129K.
  • AH Capital Management first reported a position in Heritage Commerce in Q4 2025 and held it in 1 quarter.
  • AH Capital Management's Heritage Commerce position peaked at $129K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on AH Capital Management's 13F filing for Q1 2026, filed 15 May 2026.