SignatureFD’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-5,152
| Closed | -$64.3K | – | 3567 |
|
|
2026
Q1 | $64.3K | Hold |
5,152
| – | – | ﹤0.01% | 1579 |
|
|
2025
Q4 | $61.9K | Buy |
5,152
+157
| +3% | +$1.7K | ﹤0.01% | 1530 |
|
|
2025
Q3 | $49.6K | Hold |
4,995
| – | – | ﹤0.01% | 1643 |
|
|
2025
Q2 | $49.6K | Sell |
4,995
-776
| -13% | -$7.11K | ﹤0.01% | 1584 |
|
|
2025
Q1 | $54.9K | Buy |
5,771
+564
| +11% | +$5.52K | ﹤0.01% | 1512 |
|
|
2024
Q4 | $48.8K | Hold |
5,207
| – | – | ﹤0.01% | 1599 |
|
|
2024
Q3 | $51.4K | Hold |
5,207
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q2 | $45.3K | Sell |
5,207
-172
| -3% | -$1.4K | ﹤0.01% | 1558 |
|
|
2024
Q1 | $46.2K | Sell |
5,379
-166
| -3% | -$1.45K | ﹤0.01% | 1598 |
|
|
2023
Q4 | $55K | Buy |
5,545
+101
| +2% | +$890 | ﹤0.01% | 1406 |
|
|
2023
Q3 | $46.1K | Buy |
5,444
+304
| +6% | +$2.7K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $42.6K | Buy |
5,140
+3,786
| +280% | +$30K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $11.3K | Sell |
1,354
-539
| -28% | -$6.17K | ﹤0.01% | 2153 |
|
|
2022
Q4 | $24.6K | Buy |
1,893
+254
| +15% | +$3.42K | ﹤0.01% | 1704 |
|
|
2022
Q3 | $19K | Buy |
1,639
+146
| +10% | +$1.68K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $16K | Buy |
1,493
+16
| +1% | +$179 | ﹤0.01% | 1887 |
|
|
2022
Q1 | $17K | Sell |
1,477
-67
| -4% | -$803 | ﹤0.01% | 1923 |
|
|
2021
Q4 | $18K | Buy |
1,544
+31
| +2% | +$362 | ﹤0.01% | 1829 |
|
|
2021
Q3 | $18K | Buy |
1,513
+93
| +7% | +$1.04K | ﹤0.01% | 1804 |
|
|
2021
Q2 | $16K | Hold |
1,420
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q1 | $17K | Hold |
1,420
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q4 | $13K | Hold |
1,420
| – | – | ﹤0.01% | 1603 |
|
|
2020
Q3 | $9K | Buy |
1,420
+1,100
| +344% | +$7.58K | ﹤0.01% | 1669 |
|
|
2020
Q2 | $2K | Sell |
320
-29
| -8% | -$227 | ﹤0.01% | 2129 |
|
|
2020
Q1 | $3K | Buy |
+349
| New | +$3.69K | ﹤0.01% | 1823 |
|
|
2019
Q4 | – | Sell |
-168
| Closed | -$2K | – | 2218 |
|
|
2019
Q3 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 1812 |
|
Other funds holding HTBK
SignatureFD's HTBK Position: Q2 2026 in Review
SignatureFD sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 5,152 shares — an estimated $64.3K sold.
SignatureFD first reported a position in HTBK in Q3 2019 and held it in 26 quarters. The position peaked at $64.3K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.
- SignatureFD reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
- SignatureFD sold 5,152 Heritage Commerce shares in Q2 2026, an estimated $64.3K.
- SignatureFD first reported a position in Heritage Commerce in Q3 2019 and held it in 26 quarters.
- SignatureFD's Heritage Commerce position peaked at $64.3K in Q1 2026.
- 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.
Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.