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 Q2	–	Sell	-23	Closed	-$287	–	1111
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

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

Twin Peaks Wealth Advisors's HTBK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 23 shares — an estimated $287 sold.

Twin Peaks Wealth Advisors first reported a position in HTBK in Q2 2025 and held it in 2 quarters. The position peaked at $287 in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 23 Heritage Commerce shares in Q2 2026, an estimated $287.
Twin Peaks Wealth Advisors first reported a position in Heritage Commerce in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Heritage Commerce position peaked at $287 in Q1 2026.
2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.