RTC
HTBK

Riverview Trust Company’s Heritage Commerce HTBK Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-2,203
Closed -$21K – 380
2025
Q1 		$21K Hold
2,203
– – 0.02% 412
2024
Q4 		$20.7K Hold
2,203
– – 0.02% 450
2024
Q3 		$21.8K Buy
+2,203
New +$21.5K 0.02% 433

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Riverview Trust Company's HTBK Position: Q2 2025 in Review

Riverview Trust Company sold out of Heritage Commerce (HTBK) in Q2 2025, closing a stake of 2,203 shares — an estimated $21K sold.

Riverview Trust Company first reported a position in HTBK in Q3 2024 and held it in 3 quarters. The position peaked at $21.8K in Q3 2024. 175 funds tracked by Wall St. Rank hold HTBK as of Q2 2025.

  • Riverview Trust Company reported no remaining Heritage Commerce position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 2,203 Heritage Commerce shares in Q2 2025, an estimated $21K.
  • Riverview Trust Company first reported a position in Heritage Commerce in Q3 2024 and held it in 3 quarters.
  • Riverview Trust Company's Heritage Commerce position peaked at $21.8K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.