AIM
HTBK

Aigen Investment Management’s Heritage Commerce HTBK Stock Holding History

Aigen Investment 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
2025
Q4 		– Sell
-10,367
Closed -$103K – 777
2025
Q3 		$103K Buy
+10,367
New +$104K 0.02% 736
2025
Q2 		– Sell
-12,684
Closed -$121K – 923
2025
Q1 		$121K Sell
12,684
-3,182
-20% -$31.2K 0.02% 677
2024
Q4 		$149K Buy
15,866
+2,764
+21% +$27.8K 0.03% 641
2024
Q3 		$129K Sell
13,102
-2,157
-14% -$21K 0.03% 640
2024
Q2 		$133K Buy
+15,259
New +$124K 0.03% 674
2024
Q1 		– Sell
-18,616
Closed -$185K – 835
2023
Q4 		$185K Buy
+18,616
New +$164K 0.03% 677
2020
Q2 		– Sell
-1,411
Closed -$11K – 1019
2020
Q1 		$11K Sell
1,411
-4,885
-78% -$51.7K ﹤0.01% 1142
2019
Q4 		$81K Buy
+6,296
New +$76.6K 0.01% 726

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aigen Investment Management's HTBK Position: Q4 2025 in Review

Aigen Investment Management sold out of Heritage Commerce (HTBK) in Q4 2025, closing a stake of 10,367 shares — an estimated $103K sold.

Aigen Investment Management first reported a position in HTBK in Q4 2019 and held it in 8 quarters. The position peaked at $185K in Q4 2023. 200 funds tracked by Wall St. Rank hold HTBK as of Q4 2025.

  • Aigen Investment Management reported no remaining Heritage Commerce position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 10,367 Heritage Commerce shares in Q4 2025, an estimated $103K.
  • Aigen Investment Management first reported a position in Heritage Commerce in Q4 2019 and held it in 8 quarters.
  • Aigen Investment Management's Heritage Commerce position peaked at $185K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Heritage Commerce as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.