Essential Partners’s Heritage Commerce HTBK Stock Holding History

Essential Partners’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	-2,801	Closed	-$35K	–	2904
2026 Q1	$35K	Hold	2,801	–	–	0.01%	707
2025 Q4	$33.6K	Buy	2,801 +335	+14%	+$3.64K	0.01%	727
2025 Q3	$24.5K	Buy	2,466 +2,062	+510%	+$20.7K	0.01%	827
2025 Q2	$4.01K	Buy	+404	New	+$3.7K	﹤0.01%	1121

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

Essential Partners's HTBK Position: Q2 2026 in Review

Essential Partners sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 2,801 shares — an estimated $35K sold.

Essential Partners first reported a position in HTBK in Q2 2025 and held it in 4 quarters. The position peaked at $35K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Essential Partners reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 2,801 Heritage Commerce shares in Q2 2026, an estimated $35K.
Essential Partners first reported a position in Heritage Commerce in Q2 2025 and held it in 4 quarters.
Essential Partners's Heritage Commerce position peaked at $35K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.