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HTBK
Heritage Commerce
HTBK
HTBK
Delisted
HTBK was delisted on the 17th of April, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 126 |
PFP
126
Patriot Financial Partners
Radnor,
Pennsylvania
| – | -$166K | -25,000 | Closed |
|
| 127 |
EGM
127
Engineers Gate Manager
New York
| – | -$147K | -22,066 | Closed |
|
| 128 |
MIM
128
Martin Investment Management
Palm Beach Gardens,
Florida
| – | -$115K | -17,290 | Closed |
|
| 129 |
129
Russell Investments Group
London,
United Kingdom
| – | -$94K | -14,267 | Closed |
|
| 130 |
WG
130
Winton Group
London,
United Kingdom
| – | -$78K | -11,769 | Closed |
|
| 131 |
131
Rafferty Asset Management
New York
| – | -$78K | -11,693 | Closed |
|
| 132 |
132
Stifel Financial
St. Louis,
Missouri
| – | -$73K | -10,880 | Closed |
|
| 133 |
RPWA
133
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | +$438 | +54 | New |
|