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Heritage Commerce shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Commerce by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $149k 15k 9.93
2025-06-30 $121k 12k 9.93

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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