Creative Planning’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-230,942
| Closed | -$2.88M | – | 4353 |
|
|
2026
Q1 | $2.88M | Buy |
230,942
+4,541
| +2% | +$57.7K | ﹤0.01% | 1605 |
|
|
2025
Q4 | $2.72M | Buy |
226,401
+35,761
| +19% | +$388K | ﹤0.01% | 1457 |
|
|
2025
Q3 | $1.89M | Buy |
190,640
+17,635
| +10% | +$177K | ﹤0.01% | 1597 |
|
|
2025
Q2 | $1.72M | Buy |
173,005
+48,130
| +39% | +$441K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $1.19M | Buy |
124,875
+18,431
| +17% | +$181K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $998K | Buy |
106,444
+11,182
| +12% | +$113K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $941K | Buy |
95,262
+19,800
| +26% | +$193K | ﹤0.01% | 1564 |
|
|
2024
Q2 | $657K | Buy |
75,462
+19,334
| +34% | +$157K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $482K | Buy |
56,128
+9,081
| +19% | +$79.3K | ﹤0.01% | 1875 |
|
|
2023
Q4 | $467K | Buy |
47,047
+15,057
| +47% | +$133K | ﹤0.01% | 1761 |
|
|
2023
Q3 | $271K | Buy |
31,990
+15,412
| +93% | +$137K | ﹤0.01% | 2020 |
|
|
2023
Q2 | $137K | Buy |
16,578
+3,608
| +28% | +$28.6K | ﹤0.01% | 2294 |
|
|
2023
Q1 | $108K | Buy |
+12,970
| New | +$148K | ﹤0.01% | 2245 |
|
|
2017
Q2 | – | Sell |
-7,040
| Closed | -$99K | – | 4701 |
|
|
2017
Q1 | $99K | Buy |
+7,040
| New | +$98.8K | ﹤0.01% | 1971 |
|
|
2016
Q4 | – | Sell |
-8,735
| Closed | -$96K | – | 4706 |
|
|
2016
Q3 | $96K | Buy |
+8,735
| New | +$96.7K | ﹤0.01% | 1869 |
|
Other funds holding HTBK
Creative Planning's HTBK Position: Q2 2026 in Review
Creative Planning sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 230,942 shares — an estimated $2.88M sold.
Creative Planning first reported a position in HTBK in Q3 2016 and held it in 15 quarters. The position peaked at $2.88M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.
- Creative Planning reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 230,942 Heritage Commerce shares in Q2 2026, an estimated $2.88M.
- Creative Planning first reported a position in Heritage Commerce in Q3 2016 and held it in 15 quarters.
- Creative Planning's Heritage Commerce position peaked at $2.88M in Q1 2026.
- 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.