AAG
HTGC icon

Armstrong Advisory Group’s Hercules Capital HTGC Stock Holding History

Armstrong Advisory 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
Q3 		$133K Buy
7,942
+26
+0.3% +$437 0.01% 308
2026
Q2 		$125K Sell
7,916
-1,691
-18% -$26.3K 0.01% 322
2026
Q1 		$142K Buy
9,607
+4,346
+83% +$71K 0.01% 273
2025
Q4 		$99K Buy
5,261
+2,424
+85% +$43.7K 0.01% 308
2025
Q3 		$53.7K Buy
2,837
+21
+0.7% +$402 ﹤0.01% 388
2025
Q2 		$51.5K Sell
2,816
-2,640
-48% -$46.8K ﹤0.01% 383
2025
Q1 		$110K Hold
5,456
– – 0.01% 264
2024
Q4 		$110K Buy
5,456
+76
+1% +$1.48K 0.01% 264
2024
Q3 		$106K Buy
5,380
+3,580
+199% +$70.5K 0.01% 267
2024
Q2 		$36.8K Hold
1,800
– – ﹤0.01% 392
2024
Q1 		$30K Hold
1,800
– – ﹤0.01% 406
2023
Q4 		$30K Hold
1,800
– – ﹤0.01% 406
2023
Q3 		$29.6K Sell
1,800
-1,300
-42% -$21.3K ﹤0.01% 415
2023
Q2 		$45.9K Buy
3,100
+107
+4% +$1.47K ﹤0.01% 352
2023
Q1 		$38.6K Sell
2,993
-20,428
-87% -$286K ﹤0.01% 366
2022
Q4 		$310K Buy
+23,421
New +$318K 0.04% 124

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Armstrong Advisory Group's HTGC Position: Q3 2026 in Review

Armstrong Advisory Group increased its Hercules Capital (HTGC) stake by 0.33% in Q3 2026, buying an estimated $437 and bringing the position to 7,942 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #308.

Armstrong Advisory Group first reported a position in HTGC in Q4 2022 and has held it in 16 quarters since. The position peaked at $310K in Q4 2022. 10 funds tracked by Wall St. Rank hold HTGC as of Q3 2026.

  • Armstrong Advisory Group held 7,942 shares of Hercules Capital worth $133K as of Q3 2026.
  • Armstrong Advisory Group bought 26 Hercules Capital shares in Q3 2026, an estimated $437.
  • Hercules Capital made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #308 holding.
  • Armstrong Advisory Group first reported a position in Hercules Capital in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Hercules Capital position peaked at $310K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.