FFA
HTBK

Farther Finance Advisors’s Heritage Commerce HTBK Stock Holding History

Farther Finance 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
-1,027
Closed -$13K – 6045
2026
Q1 		$13K Buy
1,027
+4
+0.4% +$51 ﹤0.01% 3948
2025
Q4 		$12.3K Buy
1,023
+952
+1,341% +$10.3K ﹤0.01% 3779
2025
Q3 		$705 Buy
71
+24
+51% +$241 ﹤0.01% 4455
2025
Q2 		$467 Sell
47
-18
-28% -$165 ﹤0.01% 4057
2025
Q1 		$615 Hold
65
– – ﹤0.01% 3740
2024
Q4 		$610 Hold
65
– – ﹤0.01% 3402
2024
Q3 		$642 Hold
65
– – ﹤0.01% 3369
2024
Q2 		$556 Buy
65
+12
+23% +$98 ﹤0.01% 3253
2024
Q1 		$446 Sell
53
-12
-18% -$105 ﹤0.01% 3051
2023
Q4 		$645 Buy
+65
New +$573 ﹤0.01% 2887
2023
Q2 		– Sell
-17
Closed -$142 – 2531
2023
Q1 		$142 Sell
17
-1
-6% -$11 ﹤0.01% 2256
2022
Q4 		$234 Buy
+18
New +$242 ﹤0.01% 2006

Other funds holding HTBK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's HTBK Position: Q2 2026 in Review

Farther Finance Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 1,027 shares — an estimated $13K sold.

Farther Finance Advisors first reported a position in HTBK in Q4 2022 and held it in 12 quarters. The position peaked at $13K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

  • Farther Finance Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 1,027 Heritage Commerce shares in Q2 2026, an estimated $13K.
  • Farther Finance Advisors first reported a position in Heritage Commerce in Q4 2022 and held it in 12 quarters.
  • Farther Finance Advisors's Heritage Commerce position peaked at $13K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.