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Heritage Commerce shares owned by Bleakley Financial Group

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Bleakley Financial Group from 13F filings

Historical chart of Bleakley Financial Group investment in Heritage Commerce

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All positions including Heritage Commerce held by Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 30k 9.93

More positions owned by Bleakley Financial Group

Sprott Asset Management Physical Gold An (CEF)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Bleakley Financial Group

Top funds holding Heritage Commerce

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

View all funds holding Heritage Commerce