SC
HTBK

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
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

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

Savant Capital's HTBK Position: Q1 2026 in Review

Savant Capital increased its Heritage Commerce (HTBK) stake by 15% in Q1 2026, buying an estimated $25.2K and bringing the position to 15,531 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Savant Capital first reported a position in HTBK in Q2 2024 and has held it in 6 quarters since. The position peaked at $242K in Q3 2024. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Savant Capital held 15,531 shares of Heritage Commerce worth $194K as of Q1 2026.
  • Savant Capital bought 1,988 Heritage Commerce shares in Q1 2026, an estimated $25.2K.
  • Heritage Commerce made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1423 holding.
  • Savant Capital first reported a position in Heritage Commerce in Q2 2024 and has held it in 6 quarters since.
  • Savant Capital's Heritage Commerce position peaked at $242K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.