Franklin Resources
HTBK

Franklin Resources’s Heritage Commerce HTBK Stock Holding History

Franklin Resources’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
-102,123
Closed -$1.27M – 3274
2026
Q1 		$1.27M Buy
102,123
+5,758
+6% +$73.1K ﹤0.01% 2083
2025
Q4 		$1.16M Buy
96,365
+714
+0.7% +$7.75K ﹤0.01% 2016
2025
Q3 		$950K Buy
95,651
+2,739
+3% +$27.5K ﹤0.01% 2125
2025
Q2 		$923K Buy
92,912
+4,711
+5% +$43.2K ﹤0.01% 2032
2025
Q1 		$840K Buy
88,201
+41,800
+90% +$409K ﹤0.01% 2046
2024
Q4 		$435K Buy
46,401
+312
+0.7% +$3.14K ﹤0.01% 2353
2024
Q3 		$449K Buy
46,089
+1,302
+3% +$12.7K ﹤0.01% 2323
2024
Q2 		$390K Sell
44,787
-4,923
-10% -$40.1K ﹤0.01% 2336
2024
Q1 		$427K Buy
+49,710
New +$434K ﹤0.01% 2324
2023
Q3 		– Sell
-34,067
Closed -$282K – 2724
2023
Q2 		$282K Buy
+34,067
New +$270K ﹤0.01% 2239
2020
Q1 		– Sell
-37,050
Closed -$475K – 1511
2019
Q4 		$475K Buy
+37,050
New +$451K ﹤0.01% 1368

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

Franklin Resources's HTBK Position: Q2 2026 in Review

Franklin Resources sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 102,123 shares — an estimated $1.27M sold.

Franklin Resources first reported a position in HTBK in Q4 2019 and held it in 11 quarters. The position peaked at $1.27M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Franklin Resources reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Franklin Resources sold 102,123 Heritage Commerce shares in Q2 2026, an estimated $1.27M.
  • Franklin Resources first reported a position in Heritage Commerce in Q4 2019 and held it in 11 quarters.
  • Franklin Resources's Heritage Commerce position peaked at $1.27M in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.