Connor, Clark & Lunn Investment Management (CC&L)
HTBK

Connor, Clark & Lunn Investment Management (CC&L)’s Heritage Commerce HTBK Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-11,647
Closed -$145K – 1706
2026
Q1 		$145K Sell
11,647
-4,014
-26% -$51K ﹤0.01% 1498
2025
Q4 		$188K Sell
15,661
-10,017
-39% -$109K ﹤0.01% 1456
2025
Q3 		$255K Buy
25,678
+14,919
+139% +$150K ﹤0.01% 1382
2025
Q2 		$107K Buy
+10,759
New +$98.6K ﹤0.01% 1456
2025
Q1 		– Sell
-17,596
Closed -$165K – 1510
2024
Q4 		$165K Buy
+17,596
New +$177K ﹤0.01% 1343
2024
Q2 		– Sell
-41,539
Closed -$356K – 1511
2024
Q1 		$356K Sell
41,539
-3,922
-9% -$34.2K ﹤0.01% 1209
2023
Q4 		$451K Buy
+45,461
New +$400K ﹤0.01% 1072
2020
Q1 		– Sell
-14,225
Closed -$183K – 1086
2019
Q4 		$183K Sell
14,225
-38,825
-73% -$473K ﹤0.01% 845
2019
Q3 		$624K Buy
53,050
+34,150
+181% +$406K ﹤0.01% 629
2019
Q2 		$232K Buy
+18,900
New +$232K ﹤0.01% 875
2017
Q2 		– Sell
-60,318
Closed -$850K – 869
2017
Q1 		$850K Sell
60,318
-4,926
-8% -$69.1K 0.01% 520
2016
Q4 		$941K Buy
+65,244
New +$793K 0.01% 495

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

Connor, Clark & Lunn Investment Management (CC&L)'s HTBK Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 11,647 shares — an estimated $145K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HTBK in Q4 2016 and held it in 12 quarters. The position peaked at $941K in Q4 2016. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 11,647 Heritage Commerce shares in Q2 2026, an estimated $145K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Heritage Commerce in Q4 2016 and held it in 12 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Heritage Commerce position peaked at $941K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.