Liberty Wealth Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $142K | Hold |
11,407
| – | – | 0.02% | 261 |
|
|
2026
Q1 | $142K | Buy |
11,407
+1
| +0% | +$13 | 0.02% | 261 |
|
|
2025
Q4 | $137K | Hold |
11,406
| – | – | 0.02% | 243 |
|
|
2025
Q3 | $113K | Buy |
11,406
+1
| +0% | +$10 | 0.02% | 243 |
|
|
2025
Q2 | $113K | Buy |
11,405
+1
| +0% | +$9 | 0.02% | 226 |
|
|
2025
Q1 | $109K | Buy |
11,404
+1
| +0% | +$10 | 0.02% | 151 |
|
|
2024
Q4 | $107K | Hold |
11,403
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $113K | Buy |
11,403
+1
| +0% | +$10 | 0.02% | 208 |
|
|
2024
Q2 | $99K | Buy |
11,402
+1
| +0% | +$8 | 0.02% | 204 |
|
|
2024
Q1 | $98K | Buy |
11,401
+1
| +0% | +$9 | 0.02% | 183 |
|
|
2023
Q4 | $113K | Hold |
11,400
| – | – | 0.02% | 167 |
|
|
2023
Q3 | $97K | Buy |
11,400
+1
| +0% | +$9 | 0.02% | 171 |
|
|
2023
Q2 | $94.4K | Buy |
11,399
+1
| +0% | +$8 | 0.02% | 189 |
|
|
2023
Q1 | $94.9K | Buy |
+11,398
| New | +$130K | 0.02% | 226 |
|
|
2022
Q3 | $140K | Buy |
12,397
+1
| +0% | +$11 | 0.04% | 144 |
|
|
2022
Q2 | $132K | Hold |
12,396
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $139K | Buy |
12,396
+1
| +0% | +$12 | 0.05% | 156 |
|
|
2021
Q4 | $148K | Hold |
12,395
| – | – | 0.01% | 166 |
|
|
2021
Q3 | $14K | Hold |
12,395
| – | – | 0.01% | 742 |
|
|
2021
Q2 | $138K | Buy |
12,395
+2
| +0% | +$24 | 0.05% | 174 |
|
|
2021
Q1 | $107K | Hold |
12,393
| – | – | 0.05% | 172 |
|
|
2020
Q4 | $107K | Buy |
12,393
+43
| +0.3% | +$349 | 0.05% | 170 |
|
|
2020
Q3 | $82K | Buy |
12,350
+11,783
| +2,078% | +$81.2K | 0.05% | 178 |
|
|
2020
Q2 | $4K | Buy |
567
+10
| +2% | +$78 | ﹤0.01% | 645 |
|
|
2020
Q1 | $4K | Buy |
557
+6
| +1% | +$63 | ﹤0.01% | 619 |
|
|
2019
Q4 | $7K | Sell |
551
-1,481
| -73% | -$18K | 0.01% | 617 |
|
|
2019
Q3 | $44K | Buy |
2,032
+1,989
| +4,626% | +$23.6K | 0.04% | 248 |
|
|
2019
Q2 | $1K | Buy |
+43
| New | +$529 | ﹤0.01% | 821 |
|
Other funds holding HTBK
Liberty Wealth Management's HTBK Position: Q2 2026 in Review
Liberty Wealth Management held its Heritage Commerce (HTBK) position steady in Q2 2026 at 11,407 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #261.
Liberty Wealth Management first reported a position in HTBK in Q2 2019 and has held it in 28 quarters since. The position peaked at $148K in Q4 2021. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.
- Liberty Wealth Management held 11,407 shares of Heritage Commerce worth $142K as of Q2 2026.
- Liberty Wealth Management left its Heritage Commerce share count unchanged in Q2 2026.
- Heritage Commerce made up 0.02% of Liberty Wealth Management's portfolio in Q2 2026, its #261 holding.
- Liberty Wealth Management first reported a position in Heritage Commerce in Q2 2019 and has held it in 28 quarters since.
- Liberty Wealth Management's Heritage Commerce position peaked at $148K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.