Eurizon Capital SGR SpA’s Heritage Commerce HTBK Stock Holding History

Eurizon Capital SGR SpA’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	-14,665	Closed	-$181K	–	1263
2026 Q1	$181K	Buy	14,665 +172	+1%	+$2.18K	﹤0.01%	758
2025 Q4	$175K	Buy	+14,493	New	+$157K	﹤0.01%	667

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

Eurizon Capital SGR SpA's HTBK Position: Q2 2026 in Review

Eurizon Capital SGR SpA sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 14,665 shares — an estimated $181K sold.

Eurizon Capital SGR SpA first reported a position in HTBK in Q4 2025 and held it in 2 quarters. The position peaked at $181K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Eurizon Capital SGR SpA reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Eurizon Capital SGR SpA sold 14,665 Heritage Commerce shares in Q2 2026, an estimated $181K.
Eurizon Capital SGR SpA first reported a position in Heritage Commerce in Q4 2025 and held it in 2 quarters.
Eurizon Capital SGR SpA's Heritage Commerce position peaked at $181K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Eurizon Capital SGR SpA's 13F filing for Q2 2026, filed 29 Jul 2026.