Merit Financial Group’s Heritage Commerce HTBK Stock Holding History

Merit Financial 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 Q2	–	Sell	-13,736	Closed	-$171K	–	2401
2026 Q1	$171K	Buy	13,736 +1,353	+11%	+$17.2K	﹤0.01%	1959
2025 Q4	$149K	Buy	+12,383	New	+$134K	﹤0.01%	1859

Other funds holding HTBK

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

Merit Financial Group's HTBK Position: Q2 2026 in Review

Merit Financial Group sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 13,736 shares — an estimated $171K sold.

Merit Financial Group first reported a position in HTBK in Q4 2025 and held it in 2 quarters. The position peaked at $171K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

Merit Financial Group reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 13,736 Heritage Commerce shares in Q2 2026, an estimated $171K.
Merit Financial Group first reported a position in Heritage Commerce in Q4 2025 and held it in 2 quarters.
Merit Financial Group's Heritage Commerce position peaked at $171K in Q1 2026.
1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.