Estabrook Capital Management’s Hercules Capital HTGC Stock Holding History

Estabrook Capital Management’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	$39.5K	Buy	2,506 +53	+2%	+$824	0.01%	219
2026 Q1	$36.2K	Buy	2,453 +56	+2%	+$915	0.01%	208
2025 Q4	$45.1K	Buy	2,397 +395	+20%	+$7.13K	0.01%	194
2025 Q3	$37.9K	Buy	2,002 +41	+2%	+$786	0.01%	204
2025 Q2	$35.8K	Buy	1,961 +43	+2%	+$762	0.01%	204
2025 Q1	$36.8K	Buy	1,918 +40	+2%	+$808	0.01%	198
2024 Q4	$37.7K	Buy	1,878 +1,324	+239%	+$25.8K	0.01%	204
2024 Q3	$10.9K	Buy	+554	New	+$10.9K	﹤0.01%	278

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

Estabrook Capital Management's HTGC Position: Q2 2026 in Review

Estabrook Capital Management increased its Hercules Capital (HTGC) stake by 2.2% in Q2 2026, buying an estimated $824 and bringing the position to 2,506 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #219.

Estabrook Capital Management first reported a position in HTGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.1K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Estabrook Capital Management held 2,506 shares of Hercules Capital worth $39.5K as of Q2 2026.
Estabrook Capital Management bought 53 Hercules Capital shares in Q2 2026, an estimated $824.
Hercules Capital made up 0.01% of Estabrook Capital Management's portfolio in Q2 2026, its #219 holding.
Estabrook Capital Management first reported a position in Hercules Capital in Q3 2024 and has held it in 8 quarters since.
Estabrook Capital Management's Hercules Capital position peaked at $45.1K in Q4 2025.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.