TSMHT
HTBK

Thurston Springer Miller Herd & Titak’s Heritage Commerce HTBK Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025
Q3 		– Sell
-84
Closed -$833 – 913
2025
Q2 		$833 Hold
84
– – ﹤0.01% 1520
2025
Q1 		$799 Buy
84
+10
+14% +$98 ﹤0.01% 1543
2024
Q4 		$694 Hold
74
– – ﹤0.01% 1238
2024
Q3 		$731 Hold
74
– – ﹤0.01% 1449
2024
Q2 		$643 Buy
+74
New +$602 ﹤0.01% 1440

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's HTBK Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Heritage Commerce (HTBK) in Q3 2025, closing a stake of 84 shares — an estimated $833 sold.

Thurston Springer Miller Herd & Titak first reported a position in HTBK in Q2 2024 and held it in 5 quarters. The position peaked at $833 in Q2 2025. 188 funds tracked by Wall St. Rank hold HTBK as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Heritage Commerce position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 84 Heritage Commerce shares in Q3 2025, an estimated $833.
  • Thurston Springer Miller Herd & Titak first reported a position in Heritage Commerce in Q2 2024 and held it in 5 quarters.
  • Thurston Springer Miller Herd & Titak's Heritage Commerce position peaked at $833 in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Heritage Commerce as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.