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Heritage Commerce shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Commerce by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $76k 6.3k 12.01
2025-09-30 $59k 5.9k 9.93
2025-06-30 $54k 5.4k 9.92
2025-03-31 $314 33 9.52
2024-12-31 $291 31 9.39

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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