WANY
HTBK

Wealthspire Advisors (New York)’s Heritage Commerce HTBK Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-462
Closed -$4.59K – 1858
2025
Q3 		$4.59K Buy
+462
New +$4.64K ﹤0.01% 2361

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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s HTBK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Heritage Commerce (HTBK) in Q4 2025, closing a stake of 462 shares — an estimated $4.59K sold.

Wealthspire Advisors (New York) first reported a position in HTBK in Q3 2025 and held it in 1 quarter. The position peaked at $4.59K in Q3 2025. 200 funds tracked by Wall St. Rank hold HTBK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Heritage Commerce position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 462 Heritage Commerce shares in Q4 2025, an estimated $4.59K.
  • Wealthspire Advisors (New York) first reported a position in Heritage Commerce in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Heritage Commerce position peaked at $4.59K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Heritage Commerce as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.