QCM
HTBK

Quantinno Capital Management’s Heritage Commerce HTBK Stock Holding History

Quantinno Capital Management’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 		$909K Buy
72,857
+21,789
+43% +$277K ﹤0.01% 2238
2025
Q4 		$613K Buy
51,068
+10,770
+27% +$117K ﹤0.01% 2213
2025
Q3 		$400K Buy
40,298
+17,302
+75% +$174K ﹤0.01% 2212
2025
Q2 		$228K Buy
22,996
+6,602
+40% +$60.5K ﹤0.01% 2236
2025
Q1 		$156K Buy
16,394
+5,295
+48% +$51.9K ﹤0.01% 1936
2024
Q4 		$104K Buy
+11,099
New +$112K ﹤0.01% 1610

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

Quantinno Capital Management's HTBK Position: Q1 2026 in Review

Quantinno Capital Management increased its Heritage Commerce (HTBK) stake by 43% in Q1 2026, buying an estimated $277K and bringing the position to 72,857 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Quantinno Capital Management first reported a position in HTBK in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Quantinno Capital Management held 72,857 shares of Heritage Commerce worth $909K as of Q1 2026.
  • Quantinno Capital Management bought 21,789 Heritage Commerce shares in Q1 2026, an estimated $277K.
  • Heritage Commerce made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #2238 holding.
  • Quantinno Capital Management first reported a position in Heritage Commerce in Q4 2024 and has held it in 6 quarters since.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.