PWPS
HTBK

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
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

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

Pinnacle Wealth Planning Services's HTBK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Heritage Commerce (HTBK) position steady in Q1 2026 at 806 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Pinnacle Wealth Planning Services first reported a position in HTBK in Q4 2020 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 806 shares of Heritage Commerce worth $10.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Heritage Commerce share count unchanged in Q1 2026.
  • Heritage Commerce made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1997 holding.
  • Pinnacle Wealth Planning Services first reported a position in Heritage Commerce in Q4 2020 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.