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 Q2	–	Sell	-250	Closed	-$3.12K	–	1656
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

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

Root Financial Partners's HTBK Position: Q2 2026 in Review

Root Financial Partners sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 250 shares — an estimated $3.12K sold.

Root Financial Partners first reported a position in HTBK in Q3 2025 and held it in 3 quarters. The position peaked at $3.12K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Root Financial Partners reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 250 Heritage Commerce shares in Q2 2026, an estimated $3.12K.
Root Financial Partners first reported a position in Heritage Commerce in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Heritage Commerce position peaked at $3.12K in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.