CC
HTBK

Cornerstone Capital’s Heritage Commerce HTBK Stock Holding History

Cornerstone Capital’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
Q1 		$468K Buy
+37,500
New +$476K 0.05% 85

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Capital's HTBK Position: Q1 2026 in Review

Cornerstone Capital opened a new position in Heritage Commerce (HTBK) in Q1 2026: 37,500 shares worth $468K. The stake represents 0.05% of the portfolio and ranks #85 among its holdings.

195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Cornerstone Capital held 37,500 shares of Heritage Commerce worth $468K as of Q1 2026.
  • Heritage Commerce was a new Cornerstone Capital position in Q1 2026.
  • Heritage Commerce made up 0.05% of Cornerstone Capital's portfolio in Q1 2026, its #85 holding.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Cornerstone Capital's 13F filing for Q1 2026, filed 12 May 2026.