WTC
HTBK

WhitTier Trust Company’s Heritage Commerce HTBK Stock Holding History

WhitTier Trust Company’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
-48,591
Closed -$622K – 1446
2026
Q1 		$622K Hold
48,591
– – 0.01% 352
2025
Q4 		$604K Hold
48,591
– – 0.01% 342
2025
Q3 		$479K Hold
48,591
– – 0.01% 357
2025
Q2 		$483K Hold
48,591
– – 0.01% 399
2025
Q1 		$463K Hold
48,591
– – 0.01% 399
2024
Q4 		$456K Sell
48,591
-4,200
-8% -$42.3K 0.01% 378
2024
Q3 		$522K Hold
52,791
– – 0.01% 355
2024
Q2 		$459K Hold
52,791
– – 0.01% 355
2024
Q1 		$453K Hold
52,791
– – 0.01% 355
2023
Q4 		$524K Hold
52,791
– – 0.02% 337
2023
Q3 		$447K Hold
52,791
– – 0.02% 344
2023
Q2 		$437K Hold
52,791
– – 0.01% 352
2023
Q1 		$440K Buy
+52,791
New +$604K 0.02% 353

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

WhitTier Trust Company's HTBK Position: Q2 2026 in Review

WhitTier Trust Company sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 48,591 shares — an estimated $622K sold.

WhitTier Trust Company first reported a position in HTBK in Q1 2023 and held it in 13 quarters. The position peaked at $622K in Q1 2026. 2 funds tracked by Wall St. Rank hold HTBK as of Q2 2026.

  • WhitTier Trust Company reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 48,591 Heritage Commerce shares in Q2 2026, an estimated $622K.
  • WhitTier Trust Company first reported a position in Heritage Commerce in Q1 2023 and held it in 13 quarters.
  • WhitTier Trust Company's Heritage Commerce position peaked at $622K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.