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Heritage Commerce shares owned by Abacus Wealth Partners

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Abacus Wealth Partners from 13F filings

Historical chart of Abacus Wealth Partners investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce held by Abacus Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $538k 45k 12.01

More positions owned by Abacus Wealth Partners

Vert Global Sustainable Real Estate ETF Etf (VGSR)
DFA Dimensional Glbl Sustainability Fx Inc ETF Etf (DFSB)
Dimensional U S Targeted Value ETF Etf (DFAT)
Nuveen ESG Small-Cap ETF Etf (NUSC)
Adasina Social Justice All Cap Global ETF Etf (JSTC)
Dimensional US Sustainability Core 1 ETF Etf (DFSU)
Nuveen ESG Mid-Cap Value ETF Etf (NUMV)
Dimensional Intl Sustainability Core 1 ETF Etf (DFSI)
Nuveen ESG Emerging Markets Equity ETF Etf (NUEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Dimensional Emg Mkts Sustainability Core 1 ETF Etf (DFSE)
Microsoft Corp Common Stock (MSFT)
Dimensional Intern Small Cap VL ETF Etf (DISV)
Taiwan Semiconductor M F Common Stock (TSM)

View all positions for Abacus Wealth Partners

Top funds holding Heritage Commerce

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
HoldCo Asset Management
Robeco Investment Management
Vivaldi Asset Management
Goldman Sachs Group
Geode Capital Management
Manufacturers Life Insurance Company
American Century Companies
Kennedy Capital Management
Hotchkis and Wiley Capital Management

View all funds holding Heritage Commerce