Ameritas Investment Partners’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.1K | Hold |
5,060
| – | – | ﹤0.01% | 1957 |
|
|
2025
Q4 | $60.8K | Sell |
5,060
-785
| -13% | -$8.52K | ﹤0.01% | 1995 |
|
|
2025
Q3 | $58K | Hold |
5,845
| – | – | ﹤0.01% | 2028 |
|
|
2025
Q2 | $58K | Hold |
5,845
| – | – | ﹤0.01% | 2093 |
|
|
2025
Q1 | $55.6K | Hold |
5,845
| – | – | ﹤0.01% | 2050 |
|
|
2024
Q4 | $54.8K | Hold |
5,845
| – | – | ﹤0.01% | 2124 |
|
|
2024
Q3 | $57.7K | Hold |
5,845
| – | – | ﹤0.01% | 2104 |
|
|
2024
Q2 | $50.9K | Hold |
5,845
| – | – | ﹤0.01% | 2136 |
|
|
2024
Q1 | $50.1K | Hold |
5,845
| – | – | ﹤0.01% | 2147 |
|
|
2023
Q4 | $58K | Hold |
5,845
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q3 | $49.5K | Buy |
5,845
+1,141
| +24% | +$10.1K | ﹤0.01% | 2112 |
|
|
2023
Q2 | $38.9K | Hold |
4,704
| – | – | ﹤0.01% | 2196 |
|
|
2023
Q1 | $39.2K | Hold |
4,704
| – | – | ﹤0.01% | 2127 |
|
|
2022
Q4 | $60.2K | Hold |
4,704
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q3 | $53K | Hold |
4,704
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q2 | $50K | Hold |
4,704
| – | – | ﹤0.01% | 1983 |
|
|
2022
Q1 | $53K | Hold |
4,704
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q4 | $56K | Hold |
4,704
| – | – | ﹤0.01% | 2061 |
|
|
2021
Q3 | $55K | Hold |
4,704
| – | – | ﹤0.01% | 2090 |
|
|
2021
Q2 | $52K | Hold |
4,704
| – | – | ﹤0.01% | 2149 |
|
|
2021
Q1 | $57K | Hold |
4,704
| – | – | ﹤0.01% | 2005 |
|
|
2020
Q4 | $42K | Hold |
4,704
| – | – | ﹤0.01% | 2082 |
|
|
2020
Q3 | $31K | Hold |
4,704
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q2 | $35K | Hold |
4,704
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q1 | $36K | Hold |
4,704
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q4 | $60K | Buy |
4,704
+1,526
| +48% | +$18.6K | ﹤0.01% | 1812 |
|
|
2019
Q3 | $37K | Hold |
3,178
| – | – | ﹤0.01% | 2047 |
|
|
2019
Q2 | $39K | Hold |
3,178
| – | – | ﹤0.01% | 2047 |
|
|
2019
Q1 | $38K | Hold |
3,178
| – | – | ﹤0.01% | 2040 |
|
|
2018
Q4 | $36K | Hold |
3,178
| – | – | ﹤0.01% | 1995 |
|
|
2018
Q3 | $47K | Hold |
3,178
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q2 | $54K | Hold |
3,178
| – | – | ﹤0.01% | 1943 |
|
|
2018
Q1 | $52K | Hold |
3,178
| – | – | ﹤0.01% | 1904 |
|
|
2017
Q4 | $49K | Hold |
3,178
| – | – | ﹤0.01% | 1941 |
|
|
2017
Q3 | $42K | Hold |
3,178
| – | – | ﹤0.01% | 1993 |
|
|
2017
Q2 | $44K | Buy |
3,178
+1,464
| +85% | +$20.3K | ﹤0.01% | 1990 |
|
|
2017
Q1 | $24K | Buy |
+1,714
| New | +$24.1K | ﹤0.01% | 2305 |
|
Other funds holding HTBK
VCM
HAM
FTCM
Ameritas Investment Partners's HTBK Position: Q1 2026 in Review
Ameritas Investment Partners held its Heritage Commerce (HTBK) position steady in Q1 2026 at 5,060 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.
Ameritas Investment Partners first reported a position in HTBK in Q1 2017 and has held it in 37 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.
- Ameritas Investment Partners held 5,060 shares of Heritage Commerce worth $63.1K as of Q1 2026.
- Ameritas Investment Partners left its Heritage Commerce share count unchanged in Q1 2026.
- Heritage Commerce made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1957 holding.
- Ameritas Investment Partners first reported a position in Heritage Commerce in Q1 2017 and has held it in 37 quarters since.
- 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.