Crédit Industriel et Commercial’s Heritage Commerce HTBK Stock Holding History

Crédit Industriel et Commercial’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	-29,617	Closed	-$370K	–	375
2026 Q1	$370K	Buy	+29,617	New	+$376K	0.03%	263

Other funds holding HTBK

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Crédit Industriel et Commercial's HTBK Position: Q2 2026 in Review

Crédit Industriel et Commercial sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 29,617 shares — an estimated $370K sold.

Crédit Industriel et Commercial first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $370K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Crédit Industriel et Commercial reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Crédit Industriel et Commercial sold 29,617 Heritage Commerce shares in Q2 2026, an estimated $370K.
Crédit Industriel et Commercial first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
Crédit Industriel et Commercial's Heritage Commerce position peaked at $370K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Crédit Industriel et Commercial's 13F filing for Q2 2026, filed 24 Jul 2026.