Mariner
HTBK

Mariner’s Heritage Commerce HTBK Stock Holding History

Mariner’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
-61,118
Closed -$763K – 3710
2026
Q1 		$763K Sell
61,118
-11,630
-16% -$148K ﹤0.01% 2164
2025
Q4 		$874K Buy
72,748
+3,904
+6% +$42.4K ﹤0.01% 2041
2025
Q3 		$684K Buy
68,844
+1,730
+3% +$17.4K ﹤0.01% 2189
2025
Q2 		$666K Buy
67,114
+28,293
+73% +$259K ﹤0.01% 2104
2025
Q1 		$370K Buy
38,821
+2,148
+6% +$21K ﹤0.01% 2449
2024
Q4 		$344K Buy
36,673
+3,240
+10% +$32.6K ﹤0.01% 2508
2024
Q3 		$330K Buy
33,433
+1,986
+6% +$19.4K ﹤0.01% 2488
2024
Q2 		$274K Buy
31,447
+20,570
+189% +$167K ﹤0.01% 2526
2024
Q1 		$93.3K Sell
10,877
-462
-4% -$4.03K ﹤0.01% 2946
2023
Q4 		$112K Buy
+11,339
New +$99.9K ﹤0.01% 2834

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

Mariner's HTBK Position: Q2 2026 in Review

Mariner sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 61,118 shares — an estimated $763K sold.

Mariner first reported a position in HTBK in Q4 2023 and held it in 10 quarters. The position peaked at $874K in Q4 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Mariner reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 61,118 Heritage Commerce shares in Q2 2026, an estimated $763K.
  • Mariner first reported a position in Heritage Commerce in Q4 2023 and held it in 10 quarters.
  • Mariner's Heritage Commerce position peaked at $874K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.