MetLife Investment Management’s Heritage Commerce HTBK Stock Holding History

MetLife Investment Management’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 Q1	$367K	Sell	29,398 -1,840	-6%	-$23.4K	﹤0.01%	1902
2025 Q4	$375K	Sell	31,238 -2,638	-8%	-$28.6K	﹤0.01%	1932
2025 Q3	$336K	Sell	33,876 -4,698	-12%	-$47.2K	﹤0.01%	2020
2025 Q2	$383K	Buy	38,574 +7,448	+24%	+$68.3K	﹤0.01%	1806
2025 Q1	$296K	Sell	31,126 -7,530	-19%	-$73.8K	﹤0.01%	1979
2024 Q4	$363K	Buy	38,656 +4,709	+14%	+$47.4K	﹤0.01%	1971
2024 Q3	$335K	Hold	33,947	–	–	﹤0.01%	1994
2024 Q2	$295K	Buy	33,947 +3,475	+11%	+$28.3K	﹤0.01%	2016
2024 Q1	$261K	Sell	30,472 -851	-3%	-$7.43K	﹤0.01%	2046
2023 Q4	$311K	Hold	31,323	–	–	﹤0.01%	1975
2023 Q3	$265K	Hold	31,323	–	–	﹤0.01%	2032
2023 Q2	$259K	Hold	31,323	–	–	﹤0.01%	2115
2023 Q1	$261K	Hold	31,323	–	–	﹤0.01%	2063
2022 Q4	$407K	Hold	31,323	–	–	﹤0.01%	1776
2022 Q3	$355K	Buy	31,323 +3,058	+11%	+$35.2K	﹤0.01%	1877
2022 Q2	$302K	Sell	28,265 -3,101	-10%	-$34.7K	﹤0.01%	2017
2022 Q1	$353K	Buy	31,366 +17,402	+125%	+$209K	﹤0.01%	1995
2021 Q4	$167K	Sell	13,964 -6,670	-32%	-$77.9K	﹤0.01%	2170
2021 Q3	$240K	Buy	20,634 +7,110	+53%	+$79.5K	﹤0.01%	1977
2021 Q2	$151K	Sell	13,524 -10,346	-43%	-$123K	﹤0.01%	2321
2021 Q1	$292K	Buy	23,870 +10,878	+84%	+$109K	﹤0.01%	1827
2020 Q4	$115K	Sell	12,992 -11,569	-47%	-$93.8K	﹤0.01%	2212
2020 Q3	$163K	Hold	24,561	–	–	﹤0.01%	1985
2020 Q2	$184K	Hold	24,561	–	–	﹤0.01%	1958
2020 Q1	$188K	Hold	24,561	–	–	﹤0.01%	1735
2019 Q4	$315K	Buy	24,561 +6,707	+38%	+$81.7K	﹤0.01%	1715
2019 Q3	$210K	Hold	17,854	–	–	﹤0.01%	1918
2019 Q2	$219K	Hold	17,854	–	–	﹤0.01%	1979
2019 Q1	$216K	Hold	17,854	–	–	﹤0.01%	1937
2018 Q4	$202K	Hold	17,854	–	–	﹤0.01%	1901
2018 Q3	$266K	Hold	17,854	–	–	﹤0.01%	1927
2018 Q2	$303K	Hold	17,854	–	–	﹤0.01%	1711
2018 Q1	$294K	Hold	17,854	–	–	﹤0.01%	1683
2017 Q4	$274K	Buy	+17,854	New	+$272K	﹤0.01%	1759

Other funds holding HTBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MetLife Investment Management's HTBK Position: Q1 2026 in Review

MetLife Investment Management reduced its Heritage Commerce (HTBK) stake by 5.9% in Q1 2026, selling an estimated $23.4K and leaving 29,398 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

MetLife Investment Management first reported a position in HTBK in Q4 2017 and has held it in 34 quarters since. The position peaked at $407K in Q4 2022. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

MetLife Investment Management held 29,398 shares of Heritage Commerce worth $367K as of Q1 2026.
MetLife Investment Management sold 1,840 Heritage Commerce shares in Q1 2026, an estimated $23.4K.
Heritage Commerce made up ﹤0.01% of MetLife Investment Management's portfolio in Q1 2026, its #1902 holding.
MetLife Investment Management first reported a position in Heritage Commerce in Q4 2017 and has held it in 34 quarters since.
MetLife Investment Management's Heritage Commerce position peaked at $407K in Q4 2022.
195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.