EverSource Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

EverSource Wealth Advisors’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	-6,391	Closed	-$79.8K	–	4469
2026 Q1	$79.8K	Buy	6,391 +72	+1%	+$914	﹤0.01%	1570
2025 Q4	$75.9K	Buy	6,319 +408	+7%	+$4.43K	﹤0.01%	1466
2025 Q3	$58.7K	Buy	5,911 +508	+9%	+$5.1K	﹤0.01%	1586
2025 Q2	$53.7K	Buy	5,403 +5,370	+16,273%	+$49.2K	﹤0.01%	1575
2025 Q1	$314	Buy	33 +2	+6%	+$20	﹤0.01%	3595
2024 Q4	$291	Buy	+31	New	+$312	﹤0.01%	3350

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

EverSource Wealth Advisors's HTBK Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 6,391 shares — an estimated $79.8K sold.

EverSource Wealth Advisors first reported a position in HTBK in Q4 2024 and held it in 6 quarters. The position peaked at $79.8K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

EverSource Wealth Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 6,391 Heritage Commerce shares in Q2 2026, an estimated $79.8K.
EverSource Wealth Advisors first reported a position in Heritage Commerce in Q4 2024 and held it in 6 quarters.
EverSource Wealth Advisors's Heritage Commerce position peaked at $79.8K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.