RIL
HTBK

Rothschild Investment LLC’s Heritage Commerce HTBK Stock Holding History

Rothschild Investment LLC’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
-556
Closed -$6.94K – 3683
2026
Q1 		$6.94K Buy
556
+15
+3% +$190 ﹤0.01% 1886
2025
Q4 		$6.5K Buy
541
+152
+39% +$1.65K ﹤0.01% 1755
2025
Q3 		$3.86K Buy
389
+109
+39% +$1.09K ﹤0.01% 1823
2025
Q2 		$2.78K Buy
280
+125
+81% +$1.15K ﹤0.01% 1841
2025
Q1 		$1.48K Buy
155
+95
+158% +$930 ﹤0.01% 2094
2024
Q4 		$563 Sell
60
-85
-59% -$856 ﹤0.01% 2483
2024
Q3 		$1.43K Buy
145
+100
+222% +$976 ﹤0.01% 1913
2024
Q2 		$392 Buy
45
+30
+200% +$244 ﹤0.01% 2165
2024
Q1 		$129 Buy
+15
New +$131 ﹤0.01% 2043

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's HTBK Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 556 shares — an estimated $6.94K sold.

Rothschild Investment LLC first reported a position in HTBK in Q1 2024 and held it in 9 quarters. The position peaked at $6.94K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 556 Heritage Commerce shares in Q2 2026, an estimated $6.94K.
  • Rothschild Investment LLC first reported a position in Heritage Commerce in Q1 2024 and held it in 9 quarters.
  • Rothschild Investment LLC's Heritage Commerce position peaked at $6.94K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.