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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
Q3 		$668K Buy
39,734
+1,989
+5% +$33.4K ﹤0.01% 1370
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

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
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

Farther Finance Advisors's HTGC Position: Q3 2026 in Review

Farther Finance Advisors increased its Hercules Capital (HTGC) stake by 5.3% in Q3 2026, buying an estimated $33.4K and bringing the position to 39,734 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Farther Finance Advisors first reported a position in HTGC in Q4 2022 and has held it in 13 quarters since. 10 funds tracked by Wall St. Rank hold HTGC as of Q3 2026.

  • Farther Finance Advisors held 39,734 shares of Hercules Capital worth $668K as of Q3 2026.
  • Farther Finance Advisors bought 1,989 Hercules Capital shares in Q3 2026, an estimated $33.4K.
  • Hercules Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1370 holding.
  • Farther Finance Advisors first reported a position in Hercules Capital in Q4 2022 and has held it in 13 quarters since.
  • 10 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.