Nisa Investment Advisors
HTBK

Nisa Investment Advisors’s Heritage Commerce HTBK Stock Holding History

Nisa Investment 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
-7,502
Closed -$94.6K – 3133
2026
Q1 		$94.6K Buy
7,502
+68
+0.9% +$864 ﹤0.01% 1446
2025
Q4 		$89.3K Sell
7,434
-959
-11% -$10.4K ﹤0.01% 1472
2025
Q3 		$83.3K Buy
8,393
+13
+0.2% +$131 ﹤0.01% 1487
2025
Q2 		$83.2K Sell
8,380
-682
-8% -$6.25K ﹤0.01% 1453
2025
Q1 		$86.3K Hold
9,062
– – ﹤0.01% 1437
2024
Q4 		$85K Hold
9,062
– – ﹤0.01% 1518
2024
Q3 		$89.5K Hold
9,062
– – ﹤0.01% 1477
2024
Q2 		$78.8K Sell
9,062
-18
-0.2% -$146 ﹤0.01% 1535
2024
Q1 		$77.9K Hold
9,080
– – ﹤0.01% 1547
2023
Q4 		$90.1K Sell
9,080
-1,200
-12% -$10.6K ﹤0.01% 1463
2023
Q3 		$87.1K Sell
10,280
-76
-0.7% -$676 ﹤0.01% 1555
2023
Q2 		$85.7K Sell
10,356
-914
-8% -$7.25K ﹤0.01% 1549
2023
Q1 		$94K Sell
11,270
-80
-0.7% -$916 ﹤0.01% 1518
2022
Q4 		$148K Hold
11,350
– – ﹤0.01% 1433
2022
Q3 		$156K Hold
11,350
– – ﹤0.01% 1337
2022
Q2 		$121K Hold
11,350
– – ﹤0.01% 1445
2022
Q1 		$128K Sell
11,350
-5,520
-33% -$66.2K ﹤0.01% 1538
2021
Q4 		$210K Hold
16,870
– – ﹤0.01% 1252
2021
Q3 		$196K Buy
16,870
+5,000
+42% +$55.9K ﹤0.01% 1409
2021
Q2 		$132K Buy
11,870
+1,770
+18% +$21K ﹤0.01% 1566
2021
Q1 		$123K Hold
10,100
– – ﹤0.01% 1662
2020
Q4 		$90K Buy
10,100
+3,300
+49% +$26.8K ﹤0.01% 1777
2020
Q3 		$45K Buy
+6,800
New +$46.9K ﹤0.01% 1840

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

Nisa Investment Advisors's HTBK Position: Q2 2026 in Review

Nisa Investment Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 7,502 shares — an estimated $94.6K sold.

Nisa Investment Advisors first reported a position in HTBK in Q3 2020 and held it in 23 quarters. The position peaked at $210K in Q4 2021. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Nisa Investment Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 7,502 Heritage Commerce shares in Q2 2026, an estimated $94.6K.
  • Nisa Investment Advisors first reported a position in Heritage Commerce in Q3 2020 and held it in 23 quarters.
  • Nisa Investment Advisors's Heritage Commerce position peaked at $210K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.