Focus Partners Wealth

Focus Partners Wealth’s Heritage Commerce HTBK Stock Holding History

Focus Partners Wealth’s Portfolio HTBK Stock Details HTBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Buy
2025 Q4	$258K	Sell
2025 Q3	$250K	Sell
2025 Q2	$365K	Buy
2025 Q1	$338K	Buy
2024 Q4	$333K	Buy
2024 Q3	$171K	Sell
2024 Q2	$172K	Buy
2024 Q1	$147K	Buy