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Heritage Commerce shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Heritage Commerce

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

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Quarterly reported holdings in Heritage Commerce by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $149k 12k 12.01

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Merit Financial Group

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