CCM
HTBK

Chicago Capital Management’s Heritage Commerce HTBK Stock Holding History

Chicago Capital Management’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
-14,014
Closed -$132K – 34
2026
Q1 		$132K Buy
+14,014
New +$178K 0.11% 29

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

Chicago Capital Management's HTBK Position: Q2 2026 in Review

Chicago Capital Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 14,014 shares — an estimated $132K sold.

Chicago Capital Management first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $132K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Chicago Capital Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Chicago Capital Management sold 14,014 Heritage Commerce shares in Q2 2026, an estimated $132K.
  • Chicago Capital Management first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Chicago Capital Management's Heritage Commerce position peaked at $132K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Chicago Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.