D.A. Davidson & Co. »

Heritage Commerce shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Commerce by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 10k 9.93

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

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