Heritage Commerce shares owned by Stifel Financial
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $155k | 16k | 9.93 |
| 2025-06-30 | $124k | 12k | 9.93 |
| 2025-03-31 | $134k | 14k | 9.52 |
| 2024-12-31 | $131k | 14k | 9.38 |
| 2024-06-30 | $116k | 13k | 8.70 |
| 2024-03-31 | $109k | 13k | 8.58 |
| 2023-12-31 | $136k | 14k | 9.92 |
| 2023-09-30 | $242k | 29k | 8.47 |
| 2023-06-30 | $237k | 29k | 8.28 |
| 2023-03-31 | $216k | 26k | 8.33 |
| 2022-12-31 | $156k | 12k | 13.00 |
| 2022-09-30 | $134k | 12k | 11.11 |
| 2022-06-30 | $183k | 17k | 10.70 |
| 2022-03-31 | $182k | 16k | 11.22 |
| 2021-12-31 | $221k | 19k | 11.93 |
| 2020-09-30 | $76k | 11k | 7.00 |
| 2019-12-31 | $1.1M | 83k | 12.83 |
| 2019-09-30 | $1.2M | 104k | 11.75 |
| 2019-06-30 | $1.3M | 104k | 12.25 |
| 2017-12-31 | $537k | 35k | 15.29 |
| 2017-09-30 | $421k | 30k | 14.20 |
| 2017-06-30 | $412k | 30k | 13.83 |
| 2017-03-31 | $447k | 32k | 14.03 |
| 2016-12-31 | $383k | 26k | 14.49 |
| 2016-09-30 | $334k | 31k | 10.89 |
| 2016-06-30 | $308k | 29k | 10.54 |
| 2016-03-31 | $178k | 18k | 10.00 |
| 2015-12-31 | $213k | 18k | 11.96 |
| 2015-09-30 | $494k | 44k | 11.31 |
| 2015-06-30 | $451k | 47k | 9.61 |
| 2015-03-31 | $470k | 47k | 10.00 |
| 2014-12-31 | $434k | 50k | 8.75 |
| 2014-09-30 | $588k | 72k | 8.19 |
| 2014-06-30 | $467k | 57k | 8.17 |
| 2014-03-31 | $343k | 43k | 8.02 |