Legal & General Group
HTBK

Legal & General Group’s Heritage Commerce HTBK Stock Holding History

Legal & General 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
Q1 		$832K Buy
66,679
+11,537
+21% +$147K ﹤0.01% 2200
2025
Q4 		$662K Sell
55,142
-3,346
-6% -$36.3K ﹤0.01% 2340
2025
Q3 		$581K Hold
58,488
– – ﹤0.01% 2402
2025
Q2 		$581K Hold
58,488
– – ﹤0.01% 2401
2025
Q1 		$557K Hold
58,488
– – ﹤0.01% 2367
2024
Q4 		$549K Buy
58,488
+10,174
+21% +$102K ﹤0.01% 2425
2024
Q3 		$477K Buy
48,314
+452
+0.9% +$4.41K ﹤0.01% 2479
2024
Q2 		$416K Buy
47,862
+3,319
+7% +$27K ﹤0.01% 2473
2024
Q1 		$382K Hold
44,543
– – ﹤0.01% 2533
2023
Q4 		$442K Hold
44,543
– – ﹤0.01% 2503
2023
Q3 		$377K Sell
44,543
-448
-1% -$3.98K ﹤0.01% 2543
2023
Q2 		$373K Buy
44,991
+21,960
+95% +$174K ﹤0.01% 2554
2023
Q1 		$192K Buy
23,031
+726
+3% +$8.31K ﹤0.01% 2603
2022
Q4 		$290K Hold
22,305
– – ﹤0.01% 2478
2022
Q3 		$253K Buy
22,305
+2,411
+12% +$27.7K ﹤0.01% 2538
2022
Q2 		$213K Buy
19,894
+859
+5% +$9.61K ﹤0.01% 2606
2022
Q1 		$214K Hold
19,035
– – ﹤0.01% 2642
2021
Q4 		$228K Hold
19,035
– – ﹤0.01% 2677
2021
Q3 		$222K Buy
19,035
+11,841
+165% +$132K ﹤0.01% 2650
2021
Q2 		$81K Sell
7,194
-2,325
-24% -$27.6K ﹤0.01% 2802
2021
Q1 		$116K Buy
9,519
+3,713
+64% +$37.2K ﹤0.01% 2579
2020
Q4 		$51K Sell
5,806
-500
-8% -$4.06K ﹤0.01% 2798
2020
Q3 		$42K Sell
6,306
-1,974
-24% -$13.6K ﹤0.01% 2751
2020
Q2 		$62K Sell
8,280
-174
-2% -$1.36K ﹤0.01% 2670
2020
Q1 		$65K Sell
8,454
-819
-9% -$8.66K ﹤0.01% 2523
2019
Q4 		$119K Buy
9,273
+1,030
+12% +$12.5K ﹤0.01% 2542
2019
Q3 		$97K Hold
8,243
– – ﹤0.01% 2526
2019
Q2 		$101K Buy
8,243
+665
+9% +$8.18K ﹤0.01% 2523
2019
Q1 		$91K Buy
7,578
+443
+6% +$5.79K ﹤0.01% 2522
2018
Q4 		$81K Buy
7,135
+811
+13% +$11.3K ﹤0.01% 2513
2018
Q3 		$94K Hold
6,324
– – ﹤0.01% 2528
2018
Q2 		$107K Sell
6,324
-42
-0.7% -$713 ﹤0.01% 2482
2018
Q1 		$105K Sell
6,366
-2,586
-29% -$41.9K ﹤0.01% 2469
2017
Q4 		$138K Hold
8,952
– – ﹤0.01% 2452
2017
Q3 		$128K Buy
8,952
+1,049
+13% +$14.4K ﹤0.01% 2511
2017
Q2 		$109K Buy
7,903
+1,339
+20% +$18.5K ﹤0.01% 2559
2017
Q1 		$92K Buy
6,564
+6
+0.1% +$84 ﹤0.01% 2595
2016
Q4 		$94K Buy
6,558
+2,533
+63% +$30.8K ﹤0.01% 2602
2016
Q3 		$44K Sell
4,025
-1,109
-22% -$12.3K ﹤0.01% 2582
2016
Q2 		$53K Buy
+5,134
New +$53.6K ﹤0.01% 2450

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group's HTBK Position: Q1 2026 in Review

Legal & General Group increased its Heritage Commerce (HTBK) stake by 21% in Q1 2026, buying an estimated $147K and bringing the position to 66,679 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Legal & General Group first reported a position in HTBK in Q2 2016 and has held it in 40 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Legal & General Group held 66,679 shares of Heritage Commerce worth $832K as of Q1 2026.
  • Legal & General Group bought 11,537 Heritage Commerce shares in Q1 2026, an estimated $147K.
  • Heritage Commerce made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2200 holding.
  • Legal & General Group first reported a position in Heritage Commerce in Q2 2016 and has held it in 40 quarters since.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.