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Heritage Commerce shares owned by Holcombe Financial

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

Historical chart of Holcombe Financial investment in Heritage Commerce

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

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Quarterly reported holdings in Heritage Commerce by Holcombe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 13k 9.93
2025-06-30 $125k 13k 9.93
2025-03-31 $120k 13k 9.52
2024-12-31 $118k 13k 9.38

More positions owned by Holcombe Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Listed Fds Tr Overlay Shs Shrt (OVT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Doubleline Etf Trust Commercial Real (DCRE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Flexshares Tr Intl Qltdv Idx (IQDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Montrose Environmental Group (MEG)

View all positions for Holcombe Financial

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