PFBT
HTBK

Parkside Financial Bank & Trust’s Heritage Commerce HTBK Stock Holding History

Parkside Financial Bank & Trust’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
-5,009
Closed -$62.5K – 2751
2026
Q1 		$62.5K Hold
5,009
– – ﹤0.01% 869
2025
Q4 		$60.2K Sell
5,009
-17
-0.3% -$185 ﹤0.01% 886
2025
Q3 		$49.9K Buy
5,026
+1,815
+57% +$18.2K ﹤0.01% 937
2025
Q2 		$31.9K Sell
3,211
-74
-2% -$678 ﹤0.01% 1058
2025
Q1 		$31.3K Buy
3,285
+92
+3% +$901 ﹤0.01% 984
2024
Q4 		$30K Hold
3,193
– – ﹤0.01% 963
2024
Q3 		$31.5K Buy
3,193
+120
+4% +$1.17K ﹤0.01% 935
2024
Q2 		$26.7K Buy
3,073
+106
+4% +$862 ﹤0.01% 949
2024
Q1 		$25.5K Buy
2,967
+496
+20% +$4.33K ﹤0.01% 958
2023
Q4 		$24.5K Buy
2,471
+462
+23% +$4.07K ﹤0.01% 924
2023
Q3 		$17K Buy
2,009
+811
+68% +$7.21K ﹤0.01% 956
2023
Q2 		$9.92K Buy
1,198
+36
+3% +$286 ﹤0.01% 1120
2023
Q1 		$9.68K Buy
1,162
+91
+8% +$1.04K ﹤0.01% 1118
2022
Q4 		$13.9K Buy
+1,071
New +$14.4K ﹤0.01% 956

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

Parkside Financial Bank & Trust's HTBK Position: Q2 2026 in Review

Parkside Financial Bank & Trust sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 5,009 shares — an estimated $62.5K sold.

Parkside Financial Bank & Trust first reported a position in HTBK in Q4 2022 and held it in 14 quarters. The position peaked at $62.5K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Parkside Financial Bank & Trust reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 5,009 Heritage Commerce shares in Q2 2026, an estimated $62.5K.
  • Parkside Financial Bank & Trust first reported a position in Heritage Commerce in Q4 2022 and held it in 14 quarters.
  • Parkside Financial Bank & Trust's Heritage Commerce position peaked at $62.5K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.