Pinnacle Wealth Planning Services’s Heritage Commerce HTBK Stock Holding History

Pinnacle Wealth Planning Services’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	-806	Closed	-$10.1K	–	2792
2026 Q1	$10.1K	Hold	806	–	–	﹤0.01%	1997
2025 Q4	$9.68K	Buy	+806	New	+$8.75K	﹤0.01%	2026
2021 Q1	–	Sell	-806	Closed	-$7K	–	1069
2020 Q4	$7K	Buy	+806	New	+$6.54K	﹤0.01%	1527

Other funds holding HTBK

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's HTBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 806 shares — an estimated $10.1K sold.

Pinnacle Wealth Planning Services first reported a position in HTBK in Q4 2020 and held it in 3 quarters. The position peaked at $10.1K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 806 Heritage Commerce shares in Q2 2026, an estimated $10.1K.
Pinnacle Wealth Planning Services first reported a position in Heritage Commerce in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's Heritage Commerce position peaked at $10.1K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.