Focus Partners Advisor Solutions’s Heritage Commerce HTBK Stock Holding History

Focus Partners Advisor Solutions’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	$195K	Buy	+15,650	New	+$199K	﹤0.01%	1165

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

Focus Partners Advisor Solutions's HTBK Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in Heritage Commerce (HTBK) in Q1 2026: 15,650 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

Focus Partners Advisor Solutions held 15,650 shares of Heritage Commerce worth $195K as of Q1 2026.
Heritage Commerce was a new Focus Partners Advisor Solutions position in Q1 2026.
Heritage Commerce made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1165 holding.
195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.