Financial Consulate’s Heritage Commerce HTBK Stock Holding History

Financial Consulate’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	-46	Closed	-$575	–	1483
2026 Q1	$575	Hold	46	–	–	﹤0.01%	1209
2025 Q4	$553	Hold	46	–	–	﹤0.01%	1136
2025 Q3	$457	Buy	+46	New	+$462	﹤0.01%	1046

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

Financial Consulate's HTBK Position: Q2 2026 in Review

Financial Consulate sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 46 shares — an estimated $575 sold.

Financial Consulate first reported a position in HTBK in Q3 2025 and held it in 3 quarters. The position peaked at $575 in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Financial Consulate reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Financial Consulate sold 46 Heritage Commerce shares in Q2 2026, an estimated $575.
Financial Consulate first reported a position in Heritage Commerce in Q3 2025 and held it in 3 quarters.
Financial Consulate's Heritage Commerce position peaked at $575 in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.