Arax Advisory Partners’s Heritage Commerce HTBK Stock Holding History

Arax Advisory 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	-198	Closed	-$2.47K	–	5235
2026 Q1	$2.47K	Buy	198 +182	+1,138%	+$2.31K	﹤0.01%	3046
2025 Q4	$192	Sell	16 -34,356	-100%	-$373K	﹤0.01%	3729
2025 Q3	$341K	Buy	+34,372	New	+$345K	﹤0.01%	1054
2025 Q1	–	Sell	-1,157	Closed	-$10.9K	–	2854
2024 Q4	$10.9K	Hold	1,157	–	–	﹤0.01%	1463
2024 Q3	$11.4K	Hold	1,157	–	–	﹤0.01%	1348
2024 Q2	$10.1K	Buy	+1,157	New	+$9.41K	﹤0.01%	1270

Other funds holding HTBK

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

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

Arax Advisory Partners's HTBK Position: Q2 2026 in Review

Arax Advisory Partners sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 198 shares — an estimated $2.47K sold.

Arax Advisory Partners first reported a position in HTBK in Q2 2024 and held it in 6 quarters. The position peaked at $341K in Q3 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Arax Advisory Partners reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Arax Advisory Partners sold 198 Heritage Commerce shares in Q2 2026, an estimated $2.47K.
Arax Advisory Partners first reported a position in Heritage Commerce in Q2 2024 and held it in 6 quarters.
Arax Advisory Partners's Heritage Commerce position peaked at $341K in Q3 2025.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.