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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EverSource Wealth Advisors's HTBK Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Heritage Commerce (HTBK) stake by 1.1% in Q1 2026, buying an estimated $914 and bringing the position to 6,391 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

EverSource Wealth Advisors first reported a position in HTBK in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

EverSource Wealth Advisors held 6,391 shares of Heritage Commerce worth $79.8K as of Q1 2026.
EverSource Wealth Advisors bought 72 Heritage Commerce shares in Q1 2026, an estimated $914.
Heritage Commerce made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1570 holding.
EverSource Wealth Advisors first reported a position in Heritage Commerce in Q4 2024 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.