AIS
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Advocate Investing Services’s Hercules Capital HTGC Stock Holding History

Advocate Investing Services’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 		$66.9K Hold
4,240
– – 0.05% 147
2026
Q1 		$62.6K Hold
4,240
– – 0.05% 142
2025
Q4 		$79.8K Buy
+4,240
New +$76.5K 0.07% 122

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Two Sigma Investments
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Advocate Investing Services's HTGC Position: Q2 2026 in Review

Advocate Investing Services held its Hercules Capital (HTGC) position steady in Q2 2026 at 4,240 shares worth $66.9K. The position accounts for 0.05% of the portfolio, ranked #147.

Advocate Investing Services first reported a position in HTGC in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.8K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Advocate Investing Services held 4,240 shares of Hercules Capital worth $66.9K as of Q2 2026.
  • Advocate Investing Services left its Hercules Capital share count unchanged in Q2 2026.
  • Hercules Capital made up 0.05% of Advocate Investing Services's portfolio in Q2 2026, its #147 holding.
  • Advocate Investing Services first reported a position in Hercules Capital in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Hercules Capital position peaked at $79.8K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.