Robertson Stephens Wealth Management’s Heritage Commerce HTBK Stock Holding History

Robertson Stephens Wealth 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 Q2	–	Sell	-92,556	Closed	-$1.17M	–	657
2026 Q1	$1.17M	Hold	92,556	–	–	0.03%	275
2025 Q4	$1.11M	Sell	92,556 -22,324	-19%	-$242K	0.03%	280
2025 Q3	$1.14M	Buy	+114,880	New	+$1.15M	0.03%	236

Other funds holding HTBK

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Robertson Stephens Wealth Management's HTBK Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 92,556 shares — an estimated $1.17M sold.

Robertson Stephens Wealth Management first reported a position in HTBK in Q3 2025 and held it in 3 quarters. The position peaked at $1.17M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 92,556 Heritage Commerce shares in Q2 2026, an estimated $1.17M.
Robertson Stephens Wealth Management first reported a position in Heritage Commerce in Q3 2025 and held it in 3 quarters.
Robertson Stephens Wealth Management's Heritage Commerce position peaked at $1.17M in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.