SEI Investments’s Heritage Commerce HTBK Stock Holding History

SEI Investments's HTBK Position: Q2 2026 in Review

SEI Investments sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 104,973 shares — an estimated $1.31M sold.

SEI Investments first reported a position in HTBK in Q1 2024 and held it in 9 quarters. The position peaked at $1.31M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

• SEI Investments reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
• SEI Investments sold 104,973 Heritage Commerce shares in Q2 2026, an estimated $1.31M.
• SEI Investments first reported a position in Heritage Commerce in Q1 2024 and held it in 9 quarters.
• SEI Investments's Heritage Commerce position peaked at $1.31M in Q1 2026.
• 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.