TPWA
HTBK

Twin Peaks Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

Twin Peaks Wealth Advisors’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 		$287 Buy
+23
New +$292 ﹤0.01% 2112
2025
Q3 		– Sell
-23
Closed -$228 – 1050
2025
Q2 		$228 Buy
+23
New +$211 ﹤0.01% 2025

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

Twin Peaks Wealth Advisors's HTBK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Heritage Commerce (HTBK) in Q1 2026: 23 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HTBK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HTBK in Q2 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 23 shares of Heritage Commerce worth $287 as of Q1 2026.
  • Heritage Commerce was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Heritage Commerce made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2112 holding.
  • Twin Peaks Wealth Advisors first reported a position in Heritage Commerce in Q2 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 Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.