MassMutual Private Wealth & Trust’s Heritage Commerce HTBK Stock Holding History

MassMutual Private Wealth & Trust’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	-421	Closed	-$5.25K	–	2444
2026 Q1	$5.25K	Hold	421	–	–	﹤0.01%	1652
2025 Q4	$5.06K	Hold	421	–	–	﹤0.01%	1675
2025 Q3	$4.18K	Hold	421	–	–	﹤0.01%	1739
2025 Q2	$4.18K	Hold	421	–	–	﹤0.01%	1704
2025 Q1	$4.01K	Hold	421	–	–	﹤0.01%	1685
2024 Q4	$3.95K	Buy	+421	New	+$4.24K	﹤0.01%	1613

Other funds holding HTBK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's HTBK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 421 shares — an estimated $5.25K sold.

MassMutual Private Wealth & Trust first reported a position in HTBK in Q4 2024 and held it in 6 quarters. The position peaked at $5.25K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 421 Heritage Commerce shares in Q2 2026, an estimated $5.25K.
MassMutual Private Wealth & Trust first reported a position in Heritage Commerce in Q4 2024 and held it in 6 quarters.
MassMutual Private Wealth & Trust's Heritage Commerce position peaked at $5.25K in Q1 2026.
1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.