SAM
HTBK

Smartleaf Asset Management’s Heritage Commerce HTBK Stock Holding History

Smartleaf Asset Management’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
-2,062
Closed -$25.3K – 3487
2026
Q1 		$25.3K Sell
2,062
-155
-7% -$1.97K ﹤0.01% 1821
2025
Q4 		$26.9K Buy
2,217
+692
+45% +$7.51K ﹤0.01% 1876
2025
Q3 		$15.2K Buy
1,525
+322
+27% +$3.23K ﹤0.01% 1930
2025
Q2 		$11.8K Sell
1,203
-1,236
-51% -$11.3K ﹤0.01% 1769
2025
Q1 		$23.3K Sell
2,439
-77
-3% -$754 ﹤0.01% 1532
2024
Q4 		$23.6K Buy
2,516
+372
+17% +$3.75K ﹤0.01% 1551
2024
Q3 		$20.7K Buy
2,144
+1,478
+222% +$14.4K ﹤0.01% 1323
2024
Q2 		$5.47K Buy
+666
New +$5.42K ﹤0.01% 1754

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Smartleaf Asset Management's HTBK Position: Q2 2026 in Review

Smartleaf Asset Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 2,062 shares — an estimated $25.3K sold.

Smartleaf Asset Management first reported a position in HTBK in Q2 2024 and held it in 8 quarters. The position peaked at $26.9K in Q4 2025. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Smartleaf Asset Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 2,062 Heritage Commerce shares in Q2 2026, an estimated $25.3K.
  • Smartleaf Asset Management first reported a position in Heritage Commerce in Q2 2024 and held it in 8 quarters.
  • Smartleaf Asset Management's Heritage Commerce position peaked at $26.9K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.