ZIM
HTBK

Zacks Investment Management’s Heritage Commerce HTBK Stock Holding History

Zacks Investment 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
Q1 		– Sell
-11,321
Closed -$136K – 756
2025
Q4 		$136K Buy
+11,321
New +$123K ﹤0.01% 691
2018
Q3 		– Sell
-104,148
Closed -$1.77M – 559
2018
Q2 		$1.77M Hold
104,148
– – 0.04% 306
2018
Q1 		$1.72M Sell
104,148
-8,270
-7% -$134K 0.04% 299
2017
Q4 		$1.72M Buy
+112,418
New +$1.71M 0.04% 299

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

Zacks Investment Management's HTBK Position: Q1 2026 in Review

Zacks Investment Management sold out of Heritage Commerce (HTBK) in Q1 2026, closing a stake of 11,321 shares — an estimated $136K sold.

Zacks Investment Management first reported a position in HTBK in Q4 2017 and held it in 4 quarters. The position peaked at $1.77M in Q2 2018. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • Zacks Investment Management reported no remaining Heritage Commerce position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 11,321 Heritage Commerce shares in Q1 2026, an estimated $136K.
  • Zacks Investment Management first reported a position in Heritage Commerce in Q4 2017 and held it in 4 quarters.
  • Zacks Investment Management's Heritage Commerce position peaked at $1.77M in Q2 2018.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.