JWM
HTBK

JPL Wealth Management’s Heritage Commerce HTBK Stock Holding History

JPL Wealth 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
-191
Closed -$2.38K – 1919
2026
Q1 		$2.38K Buy
+191
New +$2.43K ﹤0.01% 922

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JPL Wealth Management's HTBK Position: Q2 2026 in Review

JPL Wealth Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 191 shares — an estimated $2.38K sold.

JPL Wealth Management first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $2.38K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • JPL Wealth Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 191 Heritage Commerce shares in Q2 2026, an estimated $2.38K.
  • JPL Wealth Management first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • JPL Wealth Management's Heritage Commerce position peaked at $2.38K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.