Beaumont Financial Advisors’s Hercules Capital HTGC Stock Holding History

Beaumont Financial Advisors’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	$222K	Buy	14,047 +808	+6%	+$12.6K	0.01%	352
2026 Q1	$196K	Buy	13,239 +394	+3%	+$6.44K	0.01%	358
2025 Q4	$242K	Buy	12,845 +321	+3%	+$5.79K	0.02%	330
2025 Q3	$237K	Buy	12,524 +284	+2%	+$5.44K	0.02%	358
2025 Q2	$224K	Buy	12,240 +295	+2%	+$5.23K	0.02%	348
2025 Q1	$229K	Buy	11,945 +257	+2%	+$5.19K	0.02%	335
2024 Q4	$235K	Buy	11,688 +269	+2%	+$5.25K	0.02%	332
2024 Q3	$224K	Buy	+11,419	New	+$225K	0.02%	322
2024 Q1	–	Sell	-14,093	Closed	-$235K	–	370
2023 Q4	$235K	Buy	14,093 +396	+3%	+$6.26K	0.02%	305
2023 Q3	$225K	Buy	13,697 +369	+3%	+$6.04K	0.02%	295
2023 Q2	$197K	Buy	13,328 +413	+3%	+$5.66K	0.02%	329
2023 Q1	$166K	Buy	+12,915	New	+$181K	0.02%	302

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Beaumont Financial Advisors's HTGC Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Hercules Capital (HTGC) stake by 6.1% in Q2 2026, buying an estimated $12.6K and bringing the position to 14,047 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #352.

Beaumont Financial Advisors first reported a position in HTGC in Q1 2023 and has held it in 12 quarters since. The position peaked at $242K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Beaumont Financial Advisors held 14,047 shares of Hercules Capital worth $222K as of Q2 2026.
Beaumont Financial Advisors bought 808 Hercules Capital shares in Q2 2026, an estimated $12.6K.
Hercules Capital made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #352 holding.
Beaumont Financial Advisors first reported a position in Hercules Capital in Q1 2023 and has held it in 12 quarters since.
Beaumont Financial Advisors's Hercules Capital position peaked at $242K in Q4 2025.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.