ECM
HTBK

Evergreen Capital Management’s Heritage Commerce HTBK Stock Holding History

Evergreen Capital 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
-29,399
Closed -$371K – 1599
2026
Q1 		$371K Hold
29,399
– – 0.01% 988
2025
Q4 		$353K Sell
29,399
-153
-0.5% -$1.66K 0.01% 947
2025
Q3 		$293K Sell
29,552
-816
-3% -$8.2K 0.01% 992
2025
Q2 		$302K Buy
30,368
+745
+3% +$6.83K 0.01% 801
2025
Q1 		$282K Buy
29,623
+282
+1% +$2.76K 0.01% 784
2024
Q4 		$275K Buy
29,341
+1,622
+6% +$16.3K 0.01% 783
2024
Q3 		$274K Buy
27,719
+442
+2% +$4.31K 0.01% 757
2024
Q2 		$237K Sell
27,277
-1,102
-4% -$8.97K 0.01% 765
2024
Q1 		$243K Buy
28,379
+1,473
+5% +$12.9K 0.01% 719
2023
Q4 		$267K Buy
26,906
+36
+0.1% +$317 0.01% 645
2023
Q3 		$228K Buy
26,870
+408
+2% +$3.63K 0.01% 660
2023
Q2 		$219K Buy
+26,462
New +$210K 0.01% 687

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Capital Management's HTBK Position: Q2 2026 in Review

Evergreen Capital Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 29,399 shares — an estimated $371K sold.

Evergreen Capital Management first reported a position in HTBK in Q2 2023 and held it in 12 quarters. The position peaked at $371K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Evergreen Capital Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 29,399 Heritage Commerce shares in Q2 2026, an estimated $371K.
  • Evergreen Capital Management first reported a position in Heritage Commerce in Q2 2023 and held it in 12 quarters.
  • Evergreen Capital Management's Heritage Commerce position peaked at $371K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.