Caitong International Asset Management’s Heritage Global HGBL Stock Holding History

Caitong International Asset Management’s Portfolio HGBL Stock Details HGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7	Buy	+6	New	+$8	﹤0.01%	2683

Other funds holding HGBL

THC

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $267M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Caitong International Asset Management's HGBL Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Heritage Global (HGBL) in Q2 2026: 6 shares worth $7. The stake represents ﹤0.01% of the portfolio and ranks #2683 among its holdings.

11 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

Caitong International Asset Management held 6 shares of Heritage Global worth $7 as of Q2 2026.
Heritage Global was a new Caitong International Asset Management position in Q2 2026.
Heritage Global made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #2683 holding.
11 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.