Boston 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
Q2 | – | Sell |
-1,507,562
| Closed | -$18.9M | – | 818 |
|
|
2026
Q1 | $18.9M | Sell |
1,507,562
-59,870
| -4% | -$760K | 0.02% | 379 |
|
|
2025
Q4 | $18.9M | Sell |
1,567,432
-109,345
| -7% | -$1.19M | 0.02% | 376 |
|
|
2025
Q3 | $16.6M | Buy |
1,676,777
+574,070
| +52% | +$5.77M | 0.02% | 388 |
|
|
2025
Q2 | $10.8M | Buy |
1,102,707
+22,264
| +2% | +$204K | 0.01% | 400 |
|
|
2025
Q1 | $10.2M | Sell |
1,080,443
-484,298
| -31% | -$4.74M | 0.01% | 382 |
|
|
2024
Q4 | $14.6M | Buy |
1,564,741
+26,442
| +2% | +$266K | 0.02% | 362 |
|
|
2024
Q3 | $15.1M | Sell |
1,538,299
-216,420
| -12% | -$2.11M | 0.02% | 357 |
|
|
2024
Q2 | $15.4M | Sell |
1,754,719
-86,659
| -5% | -$705K | 0.02% | 355 |
|
|
2024
Q1 | $15.7M | Sell |
1,841,378
-52,469
| -3% | -$458K | 0.02% | 351 |
|
|
2023
Q4 | $18.7M | Buy |
1,893,847
+953,372
| +101% | +$8.4M | 0.02% | 335 |
|
|
2023
Q3 | $7.9M | Buy |
940,475
+33,635
| +4% | +$299K | 0.01% | 382 |
|
|
2023
Q2 | $7.74M | Sell |
906,840
-27,881
| -3% | -$221K | 0.01% | 390 |
|
|
2023
Q1 | $7.75M | Buy |
934,721
+19,912
| +2% | +$228K | 0.01% | 372 |
|
|
2022
Q4 | $11.7M | Buy |
+914,809
| New | +$12.3M | 0.02% | 338 |
|
|
2020
Q3 | – | Sell |
-59,380
| Closed | -$446K | – | 654 |
|
|
2020
Q2 | $446K | Buy |
+59,380
| New | +$465K | ﹤0.01% | 622 |
|
Other funds holding HTBK
Boston Partners's HTBK Position: Q2 2026 in Review
Boston Partners sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 1,507,562 shares — an estimated $18.9M sold.
Boston Partners first reported a position in HTBK in Q2 2020 and held it in 15 quarters. The position peaked at $18.9M in Q4 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.
- Boston Partners reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
- Boston Partners sold 1,507,562 Heritage Commerce shares in Q2 2026, an estimated $18.9M.
- Boston Partners first reported a position in Heritage Commerce in Q2 2020 and held it in 15 quarters.
- Boston Partners's Heritage Commerce position peaked at $18.9M in Q4 2025.
- 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.
Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.