IFP Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-764
| Closed | -$10.3K | – | 5317 |
|
|
2026
Q2 | $10.3K | Sell |
764
-17
| -2% | -$223 | ﹤0.01% | 3381 |
|
|
2026
Q1 | $9.7K | Hold |
781
| – | – | ﹤0.01% | 3157 |
|
|
2025
Q4 | $9.38K | Buy |
781
+493
| +171% | +$5.35K | ﹤0.01% | 3097 |
|
|
2025
Q3 | $2.86K | Buy |
288
+120
| +71% | +$1.2K | ﹤0.01% | 3545 |
|
|
2025
Q2 | $1.67K | Buy |
+168
| New | +$1.54K | ﹤0.01% | 3985 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$19 | – | 4467 |
|
|
2024
Q4 | $19 | Buy |
+2
| New | +$20 | ﹤0.01% | 4465 |
|
|
2024
Q3 | – | Sell |
-79
| Closed | -$687 | – | 3369 |
|
|
2024
Q2 | $687 | Hold |
79
| – | – | ﹤0.01% | 3051 |
|
|
2024
Q1 | $678 | Buy |
+79
| New | +$690 | ﹤0.01% | 2936 |
|
|
2022
Q4 | – | Sell |
-37
| Closed | -$1K | – | 4702 |
|
|
2022
Q3 | $1K | Sell |
37
-83
| -69% | -$954 | ﹤0.01% | 4572 |
|
|
2022
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 4131 |
|
|
2022
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 4128 |
|
|
2021
Q4 | $1K | Buy |
120
+47
| +64% | +$549 | ﹤0.01% | 3022 |
|
|
2021
Q3 | $1K | Buy |
+73
| New | +$817 | ﹤0.01% | 3039 |
|
|
2019
Q1 | – | Sell |
-9,775
| Closed | -$110K | – | 2814 |
|
|
2018
Q4 | $110K | Buy |
9,775
+75
| +0.8% | +$1.04K | 0.01% | 1149 |
|
|
2018
Q3 | $145K | Buy |
9,700
+66
| +0.7% | +$1.04K | 0.01% | 1258 |
|
|
2018
Q2 | $164K | Buy |
9,634
+61
| +0.6% | +$1.04K | 0.01% | 1182 |
|
|
2018
Q1 | $147K | Hold |
9,573
| – | – | 0.01% | 1145 |
|
|
2017
Q4 | $147K | Hold |
9,573
| – | – | 0.01% | 1151 |
|
|
2017
Q3 | $136K | Hold |
9,573
| – | – | 0.01% | 1372 |
|
|
2017
Q2 | $132K | Buy |
+9,573
| New | +$133K | 0.01% | 1375 |
|
IFP Advisors's HTBK Position: Q3 2026 in Review
IFP Advisors sold out of Heritage Commerce (HTBK) in Q3 2026, closing a stake of 764 shares — an estimated $10.3K sold.
IFP Advisors first reported a position in HTBK in Q2 2017 and held it in 20 quarters. The position peaked at $164K in Q2 2018. 0 funds tracked by Wall St. Rank hold HTBK as of Q3 2026.
- IFP Advisors reported no remaining Heritage Commerce position as of Q3 2026 after selling out during the quarter.
- IFP Advisors sold 764 Heritage Commerce shares in Q3 2026, an estimated $10.3K.
- IFP Advisors first reported a position in Heritage Commerce in Q2 2017 and held it in 20 quarters.
- IFP Advisors's Heritage Commerce position peaked at $164K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Heritage Commerce as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.