N
HTBK

Nuveen’s Heritage Commerce HTBK Stock Holding History

Nuveen’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 		$2.14M Sell
171,719
-494,680
-74% -$6.28M ﹤0.01% 2251
2025
Q4 		$8M Sell
666,399
-80,803
-11% -$877K ﹤0.01% 1685
2025
Q3 		$7.42M Buy
747,202
+273,547
+58% +$2.75M ﹤0.01% 1714
2025
Q2 		$4.7M Sell
473,655
-37,001
-7% -$339K ﹤0.01% 1916
2025
Q1 		$4.86M Sell
510,656
-2,649
-0.5% -$25.9K ﹤0.01% 1941
2024
Q4 		$4.81M Buy
513,305
+4,799
+0.9% +$48.3K ﹤0.01% 2003
2024
Q3 		$5.02M Buy
508,506
+850
+0.2% +$8.29K ﹤0.01% 1983
2024
Q2 		$4.42M Buy
507,656
+3,736
+0.7% +$30.4K ﹤0.01% 2017
2024
Q1 		$4.32M Buy
503,920
+6,329
+1% +$55.2K ﹤0.01% 2063
2023
Q4 		$4.94M Buy
497,591
+5,198
+1% +$45.8K ﹤0.01% 1984
2023
Q3 		$4.17M Sell
492,393
-9,255
-2% -$82.3K ﹤0.01% 1954
2023
Q2 		$4.15M Buy
501,648
+25,197
+5% +$200K ﹤0.01% 2014
2023
Q1 		$3.97M Sell
476,451
-291,424
-38% -$3.34M ﹤0.01% 2020
2022
Q4 		$9.98M Buy
767,875
+36,276
+5% +$488K ﹤0.01% 1487
2022
Q3 		$8.3M Sell
731,599
-13,755
-2% -$158K ﹤0.01% 1600
2022
Q2 		$7.97M Buy
745,354
+316,999
+74% +$3.54M ﹤0.01% 1662
2022
Q1 		$4.9M Buy
428,355
+2,459
+0.6% +$29.5K ﹤0.01% 2071
2021
Q4 		$4.82M Sell
425,896
-17,817
-4% -$208K ﹤0.01% 2145
2021
Q3 		$5.01M Sell
443,713
-117,935
-21% -$1.32M ﹤0.01% 2208
2021
Q2 		$6.25M Sell
561,648
-81,352
-13% -$967K ﹤0.01% 2127
2021
Q1 		$7.86M Buy
643,000
+16,606
+3% +$166K ﹤0.01% 1928
2020
Q4 		$5.56M Sell
626,394
-23,756
-4% -$193K ﹤0.01% 2018
2020
Q3 		$4.33M Buy
650,150
+13,954
+2% +$96.2K ﹤0.01% 1993
2020
Q2 		$4.78M Sell
636,196
-151,731
-19% -$1.19M ﹤0.01% 1920
2020
Q1 		$6.04M Buy
787,927
+43,371
+6% +$459K ﹤0.01% 1598
2019
Q4 		$9.55M Buy
744,556
+283,315
+61% +$3.45M ﹤0.01% 1612
2019
Q3 		$5.42M Buy
461,241
+7,319
+2% +$87K ﹤0.01% 1911
2019
Q2 		$5.56M Buy
+453,922
New +$5.58M ﹤0.01% 1926

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

Nuveen's HTBK Position: Q1 2026 in Review

Nuveen reduced its Heritage Commerce (HTBK) stake by 74% in Q1 2026, selling an estimated $6.28M and leaving 171,719 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Nuveen first reported a position in HTBK in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.98M in Q4 2022. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Nuveen held 171,719 shares of Heritage Commerce worth $2.14M as of Q1 2026.
  • Nuveen sold 494,680 Heritage Commerce shares in Q1 2026, an estimated $6.28M.
  • Heritage Commerce made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2251 holding.
  • Nuveen first reported a position in Heritage Commerce in Q2 2019 and has held it in 28 quarters since.
  • Nuveen's Heritage Commerce position peaked at $9.98M in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.