M
HTBK

Murchinson’s Heritage Commerce HTBK Stock Holding History

Murchinson’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
-18,600
Closed -$232K – 141
2026
Q1 		$232K Buy
+18,600
New +$236K 0.03% 82

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

Murchinson's HTBK Position: Q2 2026 in Review

Murchinson sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 18,600 shares — an estimated $232K sold.

Murchinson first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Murchinson reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Murchinson sold 18,600 Heritage Commerce shares in Q2 2026, an estimated $232K.
  • Murchinson first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
  • Murchinson's Heritage Commerce position peaked at $232K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Murchinson's 13F filing for Q2 2026, filed 14 Aug 2026.