Sunbelt Securities’s Heritage Commerce HTBK Stock Holding History

Sunbelt Securities’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	$175	Hold	14	–	–	﹤0.01%	2540
2025 Q4	$168	Buy	+14	New	+$152	﹤0.01%	2462

Other funds holding HTBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sunbelt Securities's HTBK Position: Q1 2026 in Review

Sunbelt Securities held its Heritage Commerce (HTBK) position steady in Q1 2026 at 14 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Sunbelt Securities 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.

Sunbelt Securities held 14 shares of Heritage Commerce worth $175 as of Q1 2026.
Sunbelt Securities left its Heritage Commerce share count unchanged in Q1 2026.
Heritage Commerce made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2540 holding.
Sunbelt Securities 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.