Prudential Financial
HTBK

Prudential Financial’s Heritage Commerce HTBK Stock Holding History

Prudential Financial’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
2025
Q3 		– Sell
-19,826
Closed -$197K – 2477
2025
Q2 		$197K Buy
19,826
+3,068
+18% +$28.1K ﹤0.01% 2216
2025
Q1 		$160K Sell
16,758
-430
-3% -$4.21K ﹤0.01% 2098
2024
Q4 		$161K Sell
17,188
-19,300
-53% -$194K ﹤0.01% 2112
2024
Q3 		$361K Buy
36,488
+16,300
+81% +$159K ﹤0.01% 2347
2024
Q2 		$176K Hold
20,188
– – ﹤0.01% 2495
2024
Q1 		$173K Buy
20,188
+2,000
+11% +$17.5K ﹤0.01% 2483
2023
Q4 		$180K Buy
+18,188
New +$160K ﹤0.01% 2456
2019
Q4 		– Sell
-26,168
Closed -$308K – 2457
2019
Q3 		$308K Sell
26,168
-11,156
-30% -$133K ﹤0.01% 2194
2019
Q2 		$457K Sell
37,324
-15,380
-29% -$189K ﹤0.01% 2117
2019
Q1 		$638K Buy
52,704
+16,776
+47% +$219K ﹤0.01% 2018
2018
Q4 		$407K Sell
35,928
-18,170
-34% -$252K ﹤0.01% 2054
2018
Q3 		$807K Buy
54,098
+2,570
+5% +$40.7K ﹤0.01% 1931
2018
Q2 		$875K Buy
51,528
+350
+0.7% +$5.94K ﹤0.01% 1933
2018
Q1 		$843K Buy
51,178
+14,500
+40% +$235K ﹤0.01% 1897
2017
Q4 		$562K Buy
36,678
+4,600
+14% +$70K ﹤0.01% 1988
2017
Q3 		$456K Sell
32,078
-980
-3% -$13.4K ﹤0.01% 2035
2017
Q2 		$456K Sell
33,058
-2,980
-8% -$41.3K ﹤0.01% 2048
2017
Q1 		$508K Sell
36,038
-3,800
-10% -$53.3K ﹤0.01% 2025
2016
Q4 		$575K Sell
39,838
-200
-0.5% -$2.43K ﹤0.01% 1990
2016
Q3 		$438K Buy
40,038
+220
+0.6% +$2.44K ﹤0.01% 2038
2016
Q2 		$419K Buy
39,818
+100
+0.3% +$1.04K ﹤0.01% 2046
2016
Q1 		$398K Sell
39,718
-18,800
-32% -$185K ﹤0.01% 2052
2015
Q4 		$700K Buy
+58,518
New +$644K ﹤0.01% 1902

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Prudential Financial's HTBK Position: Q3 2025 in Review

Prudential Financial sold out of Heritage Commerce (HTBK) in Q3 2025, closing a stake of 19,826 shares — an estimated $197K sold.

Prudential Financial first reported a position in HTBK in Q4 2015 and held it in 23 quarters. The position peaked at $875K in Q2 2018. 188 funds tracked by Wall St. Rank hold HTBK as of Q3 2025.

  • Prudential Financial reported no remaining Heritage Commerce position as of Q3 2025 after selling out during the quarter.
  • Prudential Financial sold 19,826 Heritage Commerce shares in Q3 2025, an estimated $197K.
  • Prudential Financial first reported a position in Heritage Commerce in Q4 2015 and held it in 23 quarters.
  • Prudential Financial's Heritage Commerce position peaked at $875K in Q2 2018.
  • 188 funds tracked by Wall St. Rank held Heritage Commerce as of Q3 2025.

Based on Prudential Financial's 13F filing for Q3 2025, filed 13 Nov 2025.