Principal Financial Group
HTBK

Principal Financial Group’s Heritage Commerce HTBK Stock Holding History

Principal Financial Group’s Portfolio HTBK Stock Details HTBK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Buy
2019
Q2 		– Sell
2019
Q1 		$301K Sell
2018
Q4 		$283K Buy
2018
Q3 		$240K Buy
2018
Q2 		$269K Buy
2018
Q1 		$231K Buy
2017
Q4 		$194K Sell
2017
Q3 		$181K Hold
2017
Q2 		$175K Buy