Zurich Cantonal Bank’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $812K | Buy |
+65,026
| New | +$826K | ﹤0.01% | 1552 |
|
|
2025
Q4 | – | Sell |
-40,248
| Closed | -$437K | – | 2992 |
|
|
2025
Q3 | $400K | Buy |
40,248
+11,594
| +40% | +$116K | ﹤0.01% | 1861 |
|
|
2025
Q2 | $285K | Buy |
28,654
+13,212
| +86% | +$121K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $147K | Sell |
15,442
-15,364
| -50% | -$150K | ﹤0.01% | 2249 |
|
|
2024
Q4 | $289K | Buy |
30,806
+8,729
| +40% | +$87.9K | ﹤0.01% | 1968 |
|
|
2024
Q3 | $218K | Hold |
22,077
| – | – | ﹤0.01% | 2062 |
|
|
2024
Q2 | $192K | Buy |
22,077
+3,696
| +20% | +$30.1K | ﹤0.01% | 2055 |
|
|
2024
Q1 | $158K | Hold |
18,381
| – | – | ﹤0.01% | 2182 |
|
|
2023
Q4 | $182K | Buy |
18,381
+8,905
| +94% | +$78.4K | ﹤0.01% | 2136 |
|
|
2023
Q3 | $80.3K | Hold |
9,476
| – | – | ﹤0.01% | 2454 |
|
|
2023
Q2 | $78.5K | Hold |
9,476
| – | – | ﹤0.01% | 2452 |
|
|
2023
Q1 | $78.9K | Hold |
9,476
| – | – | ﹤0.01% | 2422 |
|
|
2022
Q4 | $123K | Hold |
9,476
| – | – | ﹤0.01% | 2146 |
|
|
2022
Q3 | $107K | Hold |
9,476
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q2 | $101K | Hold |
9,476
| – | – | ﹤0.01% | 2237 |
|
|
2022
Q1 | $107K | Hold |
9,476
| – | – | ﹤0.01% | 2256 |
|
|
2021
Q4 | $113K | Hold |
9,476
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q3 | $110K | Hold |
9,476
| – | – | ﹤0.01% | 2285 |
|
|
2021
Q2 | $105K | Hold |
9,476
| – | – | ﹤0.01% | 2202 |
|
|
2021
Q1 | $116K | Hold |
9,476
| – | – | ﹤0.01% | 2080 |
|
|
2020
Q4 | $84K | Hold |
9,476
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q3 | $63K | Hold |
9,476
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q2 | $71K | Buy |
9,476
+3,970
| +72% | +$31.1K | ﹤0.01% | 2096 |
|
|
2020
Q1 | $42K | Buy |
5,506
+2,583
| +88% | +$27.3K | ﹤0.01% | 2016 |
|
|
2019
Q4 | $38K | Hold |
2,923
| – | – | ﹤0.01% | 2286 |
|
|
2019
Q3 | $34K | Hold |
2,923
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q2 | $36K | Hold |
2,923
| – | – | ﹤0.01% | 2245 |
|
|
2019
Q1 | $35K | Sell |
2,923
-1,114
| -28% | -$14.6K | ﹤0.01% | 2199 |
|
|
2018
Q4 | $46K | Hold |
4,037
| – | – | ﹤0.01% | 2082 |
|
|
2018
Q3 | $60K | Hold |
4,037
| – | – | ﹤0.01% | 2043 |
|
|
2018
Q2 | $69K | Hold |
4,037
| – | – | ﹤0.01% | 1901 |
|
|
2018
Q1 | $67K | Hold |
4,037
| – | – | ﹤0.01% | 1852 |
|
|
2017
Q4 | $62K | Buy |
+4,037
| New | +$61.4K | ﹤0.01% | 1888 |
|
Other funds holding HTBK
VCM
HAM
FTCM
Zurich Cantonal Bank's HTBK Position: Q1 2026 in Review
Zurich Cantonal Bank opened a new position in Heritage Commerce (HTBK) in Q1 2026: 65,026 shares worth $812K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in HTBK as recently as Q3 2025.
Zurich Cantonal Bank first reported a position in HTBK in Q4 2017 and has held it in 33 quarters since. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.
- Zurich Cantonal Bank held 65,026 shares of Heritage Commerce worth $812K as of Q1 2026.
- Heritage Commerce was a new Zurich Cantonal Bank position in Q1 2026.
- Heritage Commerce made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1552 holding.
- Zurich Cantonal Bank first reported a position in Heritage Commerce in Q4 2017 and has held it in 33 quarters since.
- 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.
Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.