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 Q2	–	Sell	-15,650	Closed	-$195K	–	1323
2026 Q1	$195K	Buy	+15,650	New	+$199K	﹤0.01%	1165

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

Focus Partners Advisor Solutions's HTBK Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 15,650 shares — an estimated $195K sold.

Focus Partners Advisor Solutions first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $195K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 15,650 Heritage Commerce shares in Q2 2026, an estimated $195K.
Focus Partners Advisor Solutions first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
Focus Partners Advisor Solutions's Heritage Commerce position peaked at $195K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.