FGP
HTBK

Freestone Grove Partners’s Heritage Commerce HTBK Stock Holding History

Freestone Grove Partners’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 		$12 Buy
+1
New +$13 ﹤0.01% 947

Other funds holding HTBK

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freestone Grove Partners's HTBK Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Heritage Commerce (HTBK) in Q1 2026: 1 share worth $12. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

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

  • Freestone Grove Partners held 1 share of Heritage Commerce worth $12 as of Q1 2026.
  • Heritage Commerce was a new Freestone Grove Partners position in Q1 2026.
  • Heritage Commerce made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #947 holding.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.