Torren Management’s Heritage Commerce HTBK Stock Holding History

Torren 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 Q1	–	Sell	-163	Closed	-$1.96K	–	1196
2025 Q4	$1.96K	Buy	+163	New	+$1.77K	﹤0.01%	1070

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

Torren Management's HTBK Position: Q1 2026 in Review

Torren Management sold out of Heritage Commerce (HTBK) in Q1 2026, closing a stake of 163 shares — an estimated $1.96K sold.

Torren Management first reported a position in HTBK in Q4 2025 and held it in 1 quarter. The position peaked at $1.96K in Q4 2025. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

Torren Management reported no remaining Heritage Commerce position as of Q1 2026 after selling out during the quarter.
Torren Management sold 163 Heritage Commerce shares in Q1 2026, an estimated $1.96K.
Torren Management first reported a position in Heritage Commerce in Q4 2025 and held it in 1 quarter.
Torren Management's Heritage Commerce position peaked at $1.96K in Q4 2025.
195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Torren Management's 13F filing for Q1 2026, filed 30 Apr 2026.