Hughes Financial Services’s Heritage Commerce HTBK Stock Holding History

Hughes Financial Services’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	–	1891
2026 Q1	$12	Buy	+1	New	+$13	﹤0.01%	1671

Other funds holding HTBK

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

Hughes Financial Services's HTBK Position: Q2 2026 in Review

Hughes Financial Services sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 1 share — an estimated $12 sold.

Hughes Financial Services first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $12 in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

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

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.