Physician Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

Physician Wealth 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	-209	Closed	-$2.61K	–	2391
2026 Q1	$2.61K	Hold	209	–	–	﹤0.01%	1238
2025 Q4	$2.51K	Hold	209	–	–	﹤0.01%	1193
2025 Q3	$2.08K	Buy	209 +49	+31%	+$492	﹤0.01%	1209
2025 Q2	$1.59K	Buy	160 +65	+68%	+$596	﹤0.01%	1146
2025 Q1	$905	Hold	95	–	–	﹤0.01%	1156
2024 Q4	$892	Buy	+95	New	+$957	﹤0.01%	972

Other funds holding HTBK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's HTBK Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 209 shares — an estimated $2.61K sold.

Physician Wealth Advisors first reported a position in HTBK in Q4 2024 and held it in 6 quarters. The position peaked at $2.61K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

Physician Wealth Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 209 Heritage Commerce shares in Q2 2026, an estimated $2.61K.
Physician Wealth Advisors first reported a position in Heritage Commerce in Q4 2024 and held it in 6 quarters.
Physician Wealth Advisors's Heritage Commerce position peaked at $2.61K in Q1 2026.
1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.