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Heritage Commerce shares owned by AlTi Global

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in Heritage Commerce

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All positions including Heritage Commerce held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 648k 9.88
2024-06-30 $5.6M 648k 8.70
2024-03-31 $5.5M 642k 8.58
2023-12-31 $6.3M 637k 9.92

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding Heritage Commerce

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

View all funds holding Heritage Commerce