Focus Partners Wealth
HTBK

Focus Partners Wealth’s Heritage Commerce HTBK Stock Holding History

Focus Partners Wealth’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
-25,144
Closed -$314K – 2865
2026
Q1 		$314K Buy
25,144
+3,661
+17% +$46.5K ﹤0.01% 2168
2025
Q4 		$258K Sell
21,483
-3,696
-15% -$40.1K ﹤0.01% 2308
2025
Q3 		$250K Sell
25,179
-11,627
-32% -$117K ﹤0.01% 1940
2025
Q2 		$365K Buy
36,806
+1,265
+4% +$11.6K ﹤0.01% 1586
2025
Q1 		$338K Buy
35,541
+77
+0.2% +$754 ﹤0.01% 1514
2024
Q4 		$333K Buy
35,464
+18,160
+105% +$183K ﹤0.01% 1506
2024
Q3 		$171K Sell
17,304
-782
-4% -$7.63K ﹤0.01% 1478
2024
Q2 		$172K Buy
18,086
+52
+0.3% +$423 ﹤0.01% 1167
2024
Q1 		$147K Buy
+18,034
New +$157K ﹤0.01% 951

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Focus Partners Wealth's HTBK Position: Q2 2026 in Review

Focus Partners Wealth sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 25,144 shares — an estimated $314K sold.

Focus Partners Wealth first reported a position in HTBK in Q1 2024 and held it in 9 quarters. The position peaked at $365K in Q2 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Focus Partners Wealth reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 25,144 Heritage Commerce shares in Q2 2026, an estimated $314K.
  • Focus Partners Wealth first reported a position in Heritage Commerce in Q1 2024 and held it in 9 quarters.
  • Focus Partners Wealth's Heritage Commerce position peaked at $365K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.