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 Q2	–	Sell	-1	Closed	-$12	–	1167
2026 Q1	$12	Buy	+1	New	+$13	﹤0.01%	947

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

Freestone Grove Partners's HTBK Position: Q2 2026 in Review

Freestone Grove Partners sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 1 share — an estimated $12 sold.

Freestone Grove Partners first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $12 in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Freestone Grove Partners reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 1 Heritage Commerce share in Q2 2026, an estimated $12.
Freestone Grove Partners first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
Freestone Grove Partners's Heritage Commerce position peaked at $12 in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.