RFP
HTBK

Root Financial Partners’s Heritage Commerce HTBK Stock Holding History

Root Financial Partners’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 		$3.12K Buy
250
+198
+381% +$2.52K ﹤0.01% 2138
2025
Q4 		$625 Hold
52
– – ﹤0.01% 2183
2025
Q3 		$516 Buy
+52
New +$522 ﹤0.01% 2148

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

Root Financial Partners's HTBK Position: Q1 2026 in Review

Root Financial Partners increased its Heritage Commerce (HTBK) stake by 381% in Q1 2026, buying an estimated $2.52K and bringing the position to 250 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Root Financial Partners first reported a position in HTBK in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Root Financial Partners held 250 shares of Heritage Commerce worth $3.12K as of Q1 2026.
  • Root Financial Partners bought 198 Heritage Commerce shares in Q1 2026, an estimated $2.52K.
  • Heritage Commerce made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2138 holding.
  • Root Financial Partners first reported a position in Heritage Commerce in Q3 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.