Basecamp Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

Basecamp Wealth Advisors’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	-102	Closed	-$1.27K	–	1904
2026 Q1	$1.27K	Hold	102	–	–	﹤0.01%	1502
2025 Q4	$1.23K	Buy	+102	New	+$1.11K	﹤0.01%	1449

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

Basecamp Wealth Advisors's HTBK Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 102 shares — an estimated $1.27K sold.

Basecamp Wealth Advisors first reported a position in HTBK in Q4 2025 and held it in 2 quarters. The position peaked at $1.27K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Basecamp Wealth Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 102 Heritage Commerce shares in Q2 2026, an estimated $1.27K.
Basecamp Wealth Advisors first reported a position in Heritage Commerce in Q4 2025 and held it in 2 quarters.
Basecamp Wealth Advisors's Heritage Commerce position peaked at $1.27K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.