Advisory Solutions Group’s Hercules Capital HTGC Stock Holding History

Advisory Solutions Group’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	+15,021	New	+$234K	0.08%	169

Other funds holding HTGC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Advisory Solutions Group's HTGC Position: Q2 2026 in Review

Advisory Solutions Group opened a new position in Hercules Capital (HTGC) in Q2 2026: 15,021 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings.

315 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Advisory Solutions Group held 15,021 shares of Hercules Capital worth $237K as of Q2 2026.
Hercules Capital was a new Advisory Solutions Group position in Q2 2026.
Hercules Capital made up 0.08% of Advisory Solutions Group's portfolio in Q2 2026, its #169 holding.
315 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Advisory Solutions Group's 13F filing for Q2 2026, filed 29 Jul 2026.