HF
HTBK

Holcombe Financial’s Heritage Commerce HTBK Stock Holding History

Holcombe Financial’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
-12,595
Closed -$157K – 53
2026
Q1 		$157K Hold
12,595
– – 0.09% 49
2025
Q4 		$151K Hold
12,595
– – 0.1% 48
2025
Q3 		$125K Hold
12,595
– – 0.09% 42
2025
Q2 		$125K Hold
12,595
– – 0.09% 41
2025
Q1 		$120K Hold
12,595
– – 0.1% 40
2024
Q4 		$118K Buy
+12,595
New +$127K 0.1% 37

Other funds holding HTBK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Holcombe Financial's HTBK Position: Q2 2026 in Review

Holcombe Financial sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 12,595 shares — an estimated $157K sold.

Holcombe Financial first reported a position in HTBK in Q4 2024 and held it in 6 quarters. The position peaked at $157K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

  • Holcombe Financial reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Holcombe Financial sold 12,595 Heritage Commerce shares in Q2 2026, an estimated $157K.
  • Holcombe Financial first reported a position in Heritage Commerce in Q4 2024 and held it in 6 quarters.
  • Holcombe Financial's Heritage Commerce position peaked at $157K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.