Mercer Global Advisors
HTBK

Mercer Global Advisors’s Heritage Commerce HTBK Stock Holding History

Mercer Global Advisors’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
-36,263
Closed -$453K – 3711
2026
Q1 		$453K Buy
36,263
+7,365
+25% +$93.5K ﹤0.01% 2056
2025
Q4 		$347K Buy
28,898
+5,997
+26% +$65.1K ﹤0.01% 2119
2025
Q3 		$227K Buy
+22,901
New +$230K ﹤0.01% 2292

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

Mercer Global Advisors's HTBK Position: Q2 2026 in Review

Mercer Global Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 36,263 shares — an estimated $453K sold.

Mercer Global Advisors first reported a position in HTBK in Q3 2025 and held it in 3 quarters. The position peaked at $453K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Mercer Global Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 36,263 Heritage Commerce shares in Q2 2026, an estimated $453K.
  • Mercer Global Advisors first reported a position in Heritage Commerce in Q3 2025 and held it in 3 quarters.
  • Mercer Global Advisors's Heritage Commerce position peaked at $453K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.