Citadel Advisors
HTBK

Citadel Advisors’s Heritage Commerce HTBK Stock Holding History

Citadel 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
2025
Q4 		– Sell
-43,700
Closed -$434K – 13245
2025
Q3 		$434K Buy
+43,700
New +$439K ﹤0.01% 9476
2025
Q2 		– Sell
-1,000
Closed -$9.52K – 13608
2025
Q1 		$9.52K Sell
1,000
-1,000
-50% -$9.79K ﹤0.01% 13596
2024
Q4 		$18.8K Buy
2,000
+1,700
+567% +$17.1K ﹤0.01% 13220
2024
Q3 		$2.96K Sell
300
-500
-63% -$4.88K ﹤0.01% 13704
2024
Q2 		$6.96K Buy
800
+700
+700% +$5.7K ﹤0.01% 13289
2024
Q1 		$858 Sell
100
-1,100
-92% -$9.6K ﹤0.01% 14231
2023
Q4 		$11.9K Sell
1,200
-4,500
-79% -$39.6K ﹤0.01% 13016
2023
Q3 		$48.3K Buy
5,700
+2,000
+54% +$17.8K ﹤0.01% 11793
2023
Q2 		$30.6K Buy
3,700
+700
+23% +$5.55K ﹤0.01% 12334
2023
Q1 		$25K Sell
3,000
-1,200
-29% -$13.7K ﹤0.01% 12888
2022
Q4 		$54.6K Buy
+4,200
New +$56.5K ﹤0.01% 12019
2021
Q2 		– Sell
-37,800
Closed -$462K – 13990
2021
Q1 		$462K Buy
+37,800
New +$378K ﹤0.01% 9843

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

Citadel Advisors's HTBK Position: Q2 2026 in Review

Citadel Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 215,507 shares — an estimated $2.69M sold.

Citadel Advisors first reported a position in HTBK in Q3 2015 and held it in 37 quarters. The position peaked at $3.96M in Q4 2024. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Citadel Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 215,507 Heritage Commerce shares in Q2 2026, an estimated $2.69M.
  • Citadel Advisors first reported a position in Heritage Commerce in Q3 2015 and held it in 37 quarters.
  • Citadel Advisors's Heritage Commerce position peaked at $3.96M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

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