Rockefeller Capital Management
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Rockefeller Capital Management’s Heritage Commerce HTBK Stock Holding History

Rockefeller Capital Management’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
2025
Q3 		$36K Buy
2021
Q2 		– Sell
2021
Q1 		$24K Sell
2020
Q4 		$20K Buy
2020
Q3 		$13K Hold
2020
Q2 		$15K Hold
2020
Q1 		$15K Buy