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Farther Finance Advisors’s Hercules Capital HTGC Stock Holding History

Farther Finance 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 		$595K Buy
37,745
+19,579
+108% +$304K ﹤0.01% 1436
2026
Q1 		$264K Buy
18,166
+4,870
+37% +$79.6K ﹤0.01% 1822
2025
Q4 		$250K Sell
13,296
-4,573
-26% -$82.5K ﹤0.01% 1770
2025
Q3 		$338K Buy
17,869
+13,449
+304% +$258K 0.01% 1314
2025
Q2 		$80.8K Buy
4,420
+128
+3% +$2.27K ﹤0.01% 1869
2025
Q1 		$82K Buy
4,292
+1,901
+80% +$38.4K ﹤0.01% 1644
2024
Q4 		$48K Buy
2,391
+1
+0% +$20 ﹤0.01% 1679
2024
Q3 		$46.9K Buy
2,390
+2,386
+59,650% +$47K ﹤0.01% 1695
2024
Q2 		$82 Buy
+4
New +$77 ﹤0.01% 3623
2023
Q3 		– Sell
-1,500
Closed -$22.2K – 2649
2023
Q2 		$22.2K Hold
1,500
– – ﹤0.01% 965
2023
Q1 		$19.3K Sell
1,500
-120
-7% -$1.68K 0.01% 921
2022
Q4 		$21.4K Buy
+1,620
New +$22K 0.01% 710

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Farther Finance Advisors's HTGC Position: Q2 2026 in Review

Farther Finance Advisors increased its Hercules Capital (HTGC) stake by 108% in Q2 2026, buying an estimated $304K and bringing the position to 37,745 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Farther Finance Advisors first reported a position in HTGC in Q4 2022 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Farther Finance Advisors held 37,745 shares of Hercules Capital worth $595K as of Q2 2026.
  • Farther Finance Advisors bought 19,579 Hercules Capital shares in Q2 2026, an estimated $304K.
  • Hercules Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1436 holding.
  • Farther Finance Advisors first reported a position in Hercules Capital in Q4 2022 and has held it in 12 quarters since.
  • 41 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.