BGAI
HTBK

Bruce G. Allen Investments’s Heritage Commerce HTBK Stock Holding History

Bruce G. Allen Investments’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
-52
Closed -$649 – 1074
2026
Q1 		$649 Buy
52
+1
+2% +$13 ﹤0.01% 918
2025
Q4 		$613 Sell
51
-1
-2% -$11 ﹤0.01% 929
2025
Q3 		$516 Buy
52
+19
+58% +$191 ﹤0.01% 963
2025
Q2 		$328 Hold
33
– – ﹤0.01% 1015
2025
Q1 		$314 Hold
33
– – ﹤0.01% 1015
2024
Q4 		$310 Hold
33
– – ﹤0.01% 1028
2024
Q3 		$326 Buy
+33
New +$322 ﹤0.01% 1034

Other funds holding HTBK

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

Bruce G. Allen Investments's HTBK Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 52 shares — an estimated $649 sold.

Bruce G. Allen Investments first reported a position in HTBK in Q3 2024 and held it in 7 quarters. The position peaked at $649 in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 52 Heritage Commerce shares in Q2 2026, an estimated $649.
  • Bruce G. Allen Investments first reported a position in Heritage Commerce in Q3 2024 and held it in 7 quarters.
  • Bruce G. Allen Investments's Heritage Commerce position peaked at $649 in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.