Destination Wealth Management’s Heritage Commerce HTBK Stock Holding History

Destination Wealth Management’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	-24,700	Closed	-$308K	–	351
2026 Q1	$308K	Hold	24,700	–	–	0.01%	256
2025 Q4	$297K	Hold	24,700	–	–	0.01%	248
2025 Q3	$245K	Hold	24,700	–	–	0.01%	238
2025 Q2	$245K	Buy	+24,700	New	+$226K	0.01%	228

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

Destination Wealth Management's HTBK Position: Q2 2026 in Review

Destination Wealth Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 24,700 shares — an estimated $308K sold.

Destination Wealth Management first reported a position in HTBK in Q2 2025 and held it in 4 quarters. The position peaked at $308K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Destination Wealth Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Destination Wealth Management sold 24,700 Heritage Commerce shares in Q2 2026, an estimated $308K.
Destination Wealth Management first reported a position in Heritage Commerce in Q2 2025 and held it in 4 quarters.
Destination Wealth Management's Heritage Commerce position peaked at $308K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.