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 Q2	–	Sell	-16,341	Closed	-$204K	–	2189
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

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

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

INTECH Investment Management's HTBK Position: Q2 2026 in Review

INTECH Investment Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 16,341 shares — an estimated $204K sold.

INTECH Investment Management first reported a position in HTBK in Q3 2024 and held it in 7 quarters. The position peaked at $446K in Q1 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

INTECH Investment Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
INTECH Investment Management sold 16,341 Heritage Commerce shares in Q2 2026, an estimated $204K.
INTECH Investment Management first reported a position in Heritage Commerce in Q3 2024 and held it in 7 quarters.
INTECH Investment Management's Heritage Commerce position peaked at $446K in Q1 2025.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.