SC
HTBK

SummitTX Capital’s Heritage Commerce HTBK Stock Holding History

SummitTX Capital’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
Q1 		$7.24M Buy
580,179
+75,973
+15% +$965K 0.23% 107
2025
Q4 		$6.06M Buy
+504,206
New +$5.47M 0.18% 131

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SummitTX Capital's HTBK Position: Q1 2026 in Review

SummitTX Capital increased its Heritage Commerce (HTBK) stake by 15% in Q1 2026, buying an estimated $965K and bringing the position to 580,179 shares worth $7.24M. The position accounts for 0.23% of the portfolio, ranked #107.

SummitTX Capital first reported a position in HTBK in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • SummitTX Capital held 580,179 shares of Heritage Commerce worth $7.24M as of Q1 2026.
  • SummitTX Capital bought 75,973 Heritage Commerce shares in Q1 2026, an estimated $965K.
  • Heritage Commerce made up 0.23% of SummitTX Capital's portfolio in Q1 2026, its #107 holding.
  • SummitTX Capital first reported a position in Heritage Commerce in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.