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Heritage Commerce shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Commerce by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 1.2k 9.88
2024-06-30 $10k 1.2k 8.70

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding Heritage Commerce

BlackRock
BlackRock
FJ Capital Management
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
State Street Corporation
Robeco Investment Management
Geode Capital Management
Manufacturers Life Insurance Company
American Century Companies
Goldman Sachs Group
Kennedy Capital Management
Hotchkis and Wiley Capital Management
AlTi Global

View all funds holding Heritage Commerce