INTECH Investment Management’s Heritage Commerce HTBK Stock Holding History

INTECH Investment Management’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 Q1	$204K	Sell	16,341 -8,502	-34%	-$108K	﹤0.01%	1745
2025 Q4	$298K	Sell	24,843 -4,861	-16%	-$52.8K	﹤0.01%	1769
2025 Q3	$295K	Buy	29,704 +331	+1%	+$3.32K	﹤0.01%	1831
2025 Q2	$292K	Sell	29,373 -17,503	-37%	-$160K	﹤0.01%	1879
2025 Q1	$446K	Buy	46,876 +15,017	+47%	+$147K	﹤0.01%	1677
2024 Q4	$299K	Buy	31,859 +20,068	+170%	+$202K	﹤0.01%	1834
2024 Q3	$116K	Buy	+11,791	New	+$115K	﹤0.01%	1862

Other funds holding HTBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

INTECH Investment Management's HTBK Position: Q1 2026 in Review

INTECH Investment Management reduced its Heritage Commerce (HTBK) stake by 34% in Q1 2026, selling an estimated $108K and leaving 16,341 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

INTECH Investment Management first reported a position in HTBK in Q3 2024 and has held it in 7 quarters since. The position peaked at $446K in Q1 2025. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

INTECH Investment Management held 16,341 shares of Heritage Commerce worth $204K as of Q1 2026.
INTECH Investment Management sold 8,502 Heritage Commerce shares in Q1 2026, an estimated $108K.
Heritage Commerce made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1745 holding.
INTECH Investment Management first reported a position in Heritage Commerce in Q3 2024 and has held it in 7 quarters since.
INTECH Investment Management's Heritage Commerce position peaked at $446K in Q1 2025.
195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.