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
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 		$196 Buy
16,870
+5,000
+42% +$55.9K ﹤0.01% 1409
2021
Q2 		$132 Buy
11,870
+1,770
+18% +$21K ﹤0.01% 1566
2021
Q1 		$123 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
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 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nisa Investment Advisors's HTBK Position: Q1 2026 in Review

Nisa Investment Advisors increased its Heritage Commerce (HTBK) stake by 0.91% in Q1 2026, buying an estimated $864 and bringing the position to 7,502 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Nisa Investment Advisors first reported a position in HTBK in Q3 2020 and has held it in 23 quarters since. The position peaked at $210K in Q4 2021. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Nisa Investment Advisors held 7,502 shares of Heritage Commerce worth $94.6K as of Q1 2026.
  • Nisa Investment Advisors bought 68 Heritage Commerce shares in Q1 2026, an estimated $864.
  • Heritage Commerce made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1446 holding.
  • Nisa Investment Advisors first reported a position in Heritage Commerce in Q3 2020 and has held it in 23 quarters since.
  • Nisa Investment Advisors's Heritage Commerce position peaked at $210K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.