Savant Capital’s Heritage Commerce HTBK Stock Holding History

Savant Capital’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	-15,531	Closed	-$194K	–	1885
2026 Q1	$194K	Buy	15,531 +1,988	+15%	+$25.2K	﹤0.01%	1423
2025 Q4	$163K	Sell	13,543 -2,331	-15%	-$25.3K	﹤0.01%	1316
2025 Q3	$158K	Buy	+15,874	New	+$159K	﹤0.01%	1266
2025 Q1	–	Sell	-24,743	Closed	-$232K	–	1240
2024 Q4	$232K	Buy	24,743 +246	+1%	+$2.48K	﹤0.01%	1243
2024 Q3	$242K	Buy	24,497 +311	+1%	+$3.03K	﹤0.01%	1189
2024 Q2	$210K	Buy	+24,186	New	+$197K	﹤0.01%	1117

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

Savant Capital's HTBK Position: Q2 2026 in Review

Savant Capital sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 15,531 shares — an estimated $194K sold.

Savant Capital first reported a position in HTBK in Q2 2024 and held it in 6 quarters. The position peaked at $242K in Q3 2024. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Savant Capital reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Savant Capital sold 15,531 Heritage Commerce shares in Q2 2026, an estimated $194K.
Savant Capital first reported a position in Heritage Commerce in Q2 2024 and held it in 6 quarters.
Savant Capital's Heritage Commerce position peaked at $242K in Q3 2024.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.