Nuveen’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-171,719
| Closed | -$2.14M | – | 3794 |
|
|
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
Nuveen's HTBK Position: Q2 2026 in Review
Nuveen sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 171,719 shares — an estimated $2.14M sold.
Nuveen first reported a position in HTBK in Q2 2019 and held it in 28 quarters. The position peaked at $9.98M in Q4 2022. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.
- Nuveen reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
- Nuveen sold 171,719 Heritage Commerce shares in Q2 2026, an estimated $2.14M.
- Nuveen first reported a position in Heritage Commerce in Q2 2019 and held it in 28 quarters.
- Nuveen's Heritage Commerce position peaked at $9.98M in Q4 2022.
- 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.
Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.