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 Q2	–	Sell	-580,179	Closed	-$7.24M	–	885
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

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

SummitTX Capital's HTBK Position: Q2 2026 in Review

SummitTX Capital sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 580,179 shares — an estimated $7.24M sold.

SummitTX Capital first reported a position in HTBK in Q4 2025 and held it in 2 quarters. The position peaked at $7.24M in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

SummitTX Capital reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 580,179 Heritage Commerce shares in Q2 2026, an estimated $7.24M.
SummitTX Capital first reported a position in Heritage Commerce in Q4 2025 and held it in 2 quarters.
SummitTX Capital's Heritage Commerce position peaked at $7.24M in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.