Stone House Investment Management’s Heritage Commerce HTBK Stock Holding History

Stone House Investment 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	-74	Closed	-$924	–	1387
2026 Q1	$924	Buy	+74	New	+$940	﹤0.01%	710

Other funds holding HTBK

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

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

Stone House Investment Management's HTBK Position: Q2 2026 in Review

Stone House Investment Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 74 shares — an estimated $924 sold.

Stone House Investment Management first reported a position in HTBK in Q1 2026 and held it in 1 quarter. The position peaked at $924 in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Stone House Investment Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Stone House Investment Management sold 74 Heritage Commerce shares in Q2 2026, an estimated $924.
Stone House Investment Management first reported a position in Heritage Commerce in Q1 2026 and held it in 1 quarter.
Stone House Investment Management's Heritage Commerce position peaked at $924 in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.