Group One Trading
HTBK

Group One Trading’s Heritage Commerce HTBK Stock Holding History

Group One Trading’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
2025
Q4 		– Sell
-1,400
Closed -$13.9K – 8565
2025
Q3 		$13.9K Buy
+1,400
New +$14.1K ﹤0.01% 6962
2020
Q1 		– Sell
-100
Closed -$1K – 5476
2019
Q4 		$1K Hold
100
– – ﹤0.01% 4973
2019
Q3 		$1K Buy
+100
New +$1.19K ﹤0.01% 4985

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

Group One Trading's HTBK Position: Q2 2026 in Review

Group One Trading sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 1,055 shares — an estimated $13.2K sold.

Group One Trading first reported a position in HTBK in Q2 2021 and held it in 4 quarters. The position peaked at $50.6K in Q3 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Group One Trading reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Group One Trading sold 1,055 Heritage Commerce shares in Q2 2026, an estimated $13.2K.
  • Group One Trading first reported a position in Heritage Commerce in Q2 2021 and held it in 4 quarters.
  • Group One Trading's Heritage Commerce position peaked at $50.6K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.