SIC
HTBK

SJS Investment Consulting’s Heritage Commerce HTBK Stock Holding History

SJS Investment Consulting’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
-40
Closed -$500 – 2934
2026
Q1 		$500 Hold
40
– – ﹤0.01% 1738
2025
Q4 		$481 Buy
+40
New +$434 ﹤0.01% 1539

Other funds holding HTBK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SJS Investment Consulting's HTBK Position: Q2 2026 in Review

SJS Investment Consulting sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 40 shares — an estimated $500 sold.

SJS Investment Consulting first reported a position in HTBK in Q4 2025 and held it in 2 quarters. The position peaked at $500 in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

  • SJS Investment Consulting reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 40 Heritage Commerce shares in Q2 2026, an estimated $500.
  • SJS Investment Consulting first reported a position in Heritage Commerce in Q4 2025 and held it in 2 quarters.
  • SJS Investment Consulting's Heritage Commerce position peaked at $500 in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.