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Heritage Commerce shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $421k 34k 12.48
2022-06-30 $111k 10k 10.71
2022-03-31 $115k 10k 11.22
2021-12-31 $148k 12k 11.90
2021-09-30 $143k 12k 11.63

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding Heritage Commerce

BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Balyasny Asset Management
HoldCo Asset Management
Vivaldi Asset Management
Geode Capital Management
Robeco Investment Management
Manufacturers Life Insurance Company
Citigroup
Goldman Sachs Group
American Century Companies
Arrowstreet Capital, Limited Partnership
Kennedy Capital Management

View all funds holding Heritage Commerce