Amundi
HTBK

Amundi’s Heritage Commerce HTBK Stock Holding History

Amundi’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
-31,842
Closed -$397K – 2118
2026
Q1 		$397K Buy
+31,842
New +$404K ﹤0.01% 1637

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amundi's HTBK Position: Q2 2026 in Review

Amundi sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 31,842 shares — an estimated $397K sold.

Amundi first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $397K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Amundi reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Amundi sold 31,842 Heritage Commerce shares in Q2 2026, an estimated $397K.
  • Amundi first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Amundi's Heritage Commerce position peaked at $397K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.