NYLIM
HTBK

New York Life Investment Management’s Heritage Commerce HTBK Stock Holding History

New York Life 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
Q2 		– Sell
-110,363
Closed -$1.38M – 806
2026
Q1 		$1.38M Buy
+110,363
New +$1.4M 0.01% 610
2024
Q2 		– Sell
-43,433
Closed -$373K – 1073
2024
Q1 		$373K Buy
43,433
+1,975
+5% +$17.2K ﹤0.01% 929
2023
Q4 		$411K Sell
41,458
-1,284
-3% -$11.3K ﹤0.01% 969
2023
Q3 		$362K Sell
42,742
-6,734
-14% -$59.9K ﹤0.01% 977
2023
Q2 		$410K Sell
49,476
-5,972
-11% -$47.4K ﹤0.01% 956
2023
Q1 		$462K Buy
55,448
+5,025
+10% +$57.5K 0.01% 1122
2022
Q4 		$655K Buy
50,423
+5,408
+12% +$72.7K 0.01% 715
2022
Q3 		$510K Buy
45,015
+3,563
+9% +$41K 0.01% 723
2022
Q2 		$443K Buy
+41,452
New +$464K 0.01% 811

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

New York Life Investment Management's HTBK Position: Q2 2026 in Review

New York Life Investment Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 110,363 shares — an estimated $1.38M sold.

New York Life Investment Management first reported a position in HTBK in Q2 2022 and held it in 9 quarters. The position peaked at $1.38M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • New York Life Investment Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • New York Life Investment Management sold 110,363 Heritage Commerce shares in Q2 2026, an estimated $1.38M.
  • New York Life Investment Management first reported a position in Heritage Commerce in Q2 2022 and held it in 9 quarters.
  • New York Life Investment Management's Heritage Commerce position peaked at $1.38M in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.