Larson Financial Group’s Heritage Commerce HTBK Stock Holding History

Larson Financial Group’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	-7,061	Closed	-$88.1K	–	3849
2026 Q1	$88.1K	Sell	7,061 -304	-4%	-$3.86K	﹤0.01%	1054
2025 Q4	$88.5K	Buy	7,365 +1,745	+31%	+$18.9K	﹤0.01%	972
2025 Q3	$55.8K	Buy	5,620 +4,676	+495%	+$47K	﹤0.01%	1115
2025 Q2	$9.37K	Buy	+944	New	+$8.65K	﹤0.01%	1832

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

Larson Financial Group's HTBK Position: Q2 2026 in Review

Larson Financial Group sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 7,061 shares — an estimated $88.1K sold.

Larson Financial Group first reported a position in HTBK in Q2 2025 and held it in 4 quarters. The position peaked at $88.5K in Q4 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Larson Financial Group reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 7,061 Heritage Commerce shares in Q2 2026, an estimated $88.1K.
Larson Financial Group first reported a position in Heritage Commerce in Q2 2025 and held it in 4 quarters.
Larson Financial Group's Heritage Commerce position peaked at $88.5K in Q4 2025.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.