Victory Capital Management
HTBK

Victory Capital Management’s Heritage Commerce HTBK Stock Holding History

Victory Capital 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
Q2 		– Sell
-78,000
Closed -$973K – 2529
2026
Q1 		$973K Sell
78,000
-29,000
-27% -$368K ﹤0.01% 1852
2025
Q4 		$1.29M Sell
107,000
-11,915
-10% -$129K ﹤0.01% 1713
2025
Q3 		$1.18M Sell
118,915
-1,525
-1% -$15.3K ﹤0.01% 1762
2025
Q2 		$1.2M Sell
120,440
-6,560
-5% -$60.1K ﹤0.01% 1764
2025
Q1 		$1.21M Hold
127,000
– – ﹤0.01% 1717
2024
Q4 		$1.19M Buy
127,000
+14,200
+13% +$143K ﹤0.01% 1721
2024
Q3 		$1.11M Sell
112,800
-1,200
-1% -$11.7K ﹤0.01% 1739
2024
Q2 		$992K Buy
114,000
+14,000
+14% +$114K ﹤0.01% 1714
2024
Q1 		$858K Buy
100,000
+2,400
+2% +$20.9K ﹤0.01% 1810
2023
Q4 		$968K Buy
97,600
+6,100
+7% +$53.7K ﹤0.01% 1737
2023
Q3 		$775K Buy
91,500
+6,500
+8% +$57.8K ﹤0.01% 1785
2023
Q2 		$704K Sell
85,000
-1,200
-1% -$9.52K ﹤0.01% 1837
2023
Q1 		$718K Buy
86,200
+409
+0.5% +$4.68K ﹤0.01% 1861
2022
Q4 		$1.12M Sell
85,791
-39,584
-32% -$532K ﹤0.01% 1673
2022
Q3 		$1.42M Sell
125,375
-10,580
-8% -$122K ﹤0.01% 1573
2022
Q2 		$1.45M Sell
135,955
-12,200
-8% -$136K ﹤0.01% 1580
2022
Q1 		$1.67M Sell
148,155
-4,045
-3% -$48.5K ﹤0.01% 1571
2021
Q4 		$1.82M Buy
152,200
+5,200
+4% +$60.7K ﹤0.01% 1586
2021
Q3 		$1.71M Buy
147,000
+4,430
+3% +$49.6K ﹤0.01% 1647
2021
Q2 		$1.59M Sell
142,570
-12,425
-8% -$148K ﹤0.01% 1702
2021
Q1 		$1.89M Sell
154,995
-3,505
-2% -$35.1K ﹤0.01% 1665
2020
Q4 		$1.41M Buy
158,500
+9,114
+6% +$73.9K ﹤0.01% 1635
2020
Q3 		$994K Sell
149,386
-1,814
-1% -$12.5K ﹤0.01% 1707
2020
Q2 		$1.14M Sell
151,200
-13,962
-8% -$109K ﹤0.01% 1670
2020
Q1 		$1.27M Sell
165,162
-18,414
-10% -$195K ﹤0.01% 1490
2019
Q4 		$2.35M Buy
183,576
+17,133
+10% +$209K ﹤0.01% 1440
2019
Q3 		$1.96M Buy
166,443
+26,393
+19% +$314K ﹤0.01% 1474
2019
Q2 		$1.72M Buy
140,050
+27,514
+24% +$338K ﹤0.01% 1183
2019
Q1 		$1.36M Buy
112,536
+22,967
+26% +$300K ﹤0.01% 1180
2018
Q4 		$1.02M Buy
89,569
+1,000
+1% +$13.9K ﹤0.01% 1216
2018
Q3 		$1.32M Hold
88,569
– – ﹤0.01% 1213
2018
Q2 		$1.5M Sell
88,569
-6,000
-6% -$102K ﹤0.01% 1143
2018
Q1 		$1.56M Hold
94,569
– – ﹤0.01% 1137
2017
Q4 		$1.45M Buy
94,569
+6,994
+8% +$106K ﹤0.01% 1136
2017
Q3 		$1.25M Sell
87,575
-5,275
-6% -$72.2K ﹤0.01% 1157
2017
Q2 		$1.28M Buy
92,850
+10,035
+12% +$139K ﹤0.01% 1118
2017
Q1 		$1.17M Sell
82,815
-15,070
-15% -$212K ﹤0.01% 1112
2016
Q4 		$1.41M Buy
97,885
+34,455
+54% +$419K ﹤0.01% 1010
2016
Q3 		$694K Hold
63,430
– – ﹤0.01% 1153
2016
Q2 		$668K Buy
63,430
+205
+0.3% +$2.14K ﹤0.01% 950
2016
Q1 		$633K Buy
63,225
+500
+0.8% +$4.91K ﹤0.01% 988
2015
Q4 		$750K Buy
+62,725
New +$690K ﹤0.01% 915

Other funds holding HTBK

LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Victory Capital Management's HTBK Position: Q2 2026 in Review

Victory Capital Management sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 78,000 shares — an estimated $973K sold.

Victory Capital Management first reported a position in HTBK in Q4 2015 and held it in 42 quarters. The position peaked at $2.35M in Q4 2019. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • Victory Capital Management reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • Victory Capital Management sold 78,000 Heritage Commerce shares in Q2 2026, an estimated $973K.
  • Victory Capital Management first reported a position in Heritage Commerce in Q4 2015 and held it in 42 quarters.
  • Victory Capital Management's Heritage Commerce position peaked at $2.35M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.