First National Bank of Mount Dora’s Hercules Capital HTGC Stock Holding History

First National Bank of Mount Dora’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	$461K	Hold	29,246	–	–	0.09%	100
2026 Q1	$432K	Hold	29,246	–	–	0.09%	99
2025 Q4	$550K	Hold	29,246	–	–	0.12%	87
2025 Q3	$553K	Hold	29,246	–	–	0.12%	86
2025 Q2	$535K	Hold	29,246	–	–	0.12%	88
2025 Q1	$562K	Hold	29,246	–	–	0.14%	88
2024 Q4	$588K	Hold	29,246	–	–	0.14%	89
2024 Q3	$574K	Hold	29,246	–	–	0.13%	96
2024 Q2	$598K	Hold	29,246	–	–	0.14%	94
2024 Q1	$540K	Hold	29,246	–	–	0.13%	97
2023 Q4	$488K	Hold	29,246	–	–	0.13%	88
2023 Q3	$480K	Hold	29,246	–	–	0.14%	87
2023 Q2	$433K	Hold	29,246	–	–	0.12%	92
2023 Q1	$377K	Hold	29,246	–	–	0.11%	98
2022 Q4	$387K	Hold	29,246	–	–	0.13%	97
2022 Q3	$339K	Hold	29,246	–	–	0.12%	97
2022 Q2	$395K	Hold	29,246	–	–	0.14%	91
2022 Q1	$528K	Hold	29,246	–	–	0.16%	86
2021 Q4	$485K	Hold	29,246	–	–	0.14%	87
2021 Q3	$486K	Hold	29,246	–	–	0.16%	86
2021 Q2	$499K	Hold	29,246	–	–	0.16%	82
2021 Q1	$469K	Buy	29,246 +14,056	+93%	+$218K	0.16%	82
2020 Q4	$219K	Hold	15,190	–	–	0.08%	99
2020 Q3	$176K	Hold	15,190	–	–	0.07%	93
2020 Q2	$159K	Hold	15,190	–	–	0.07%	90
2020 Q1	$116K	Buy	15,190 +5,090	+50%	+$66.5K	0.06%	86
2019 Q4	$141K	Hold	10,100	–	–	0.06%	87
2019 Q3	$135K	Hold	10,100	–	–	0.06%	85
2019 Q2	$129K	Hold	10,100	–	–	0.06%	87
2019 Q1	$128K	Hold	10,100	–	–	0.06%	91
2018 Q4	$112K	Buy	10,100 +100	+1%	+$1.22K	0.06%	87
2018 Q3	$132K	Hold	10,000	–	–	0.06%	92
2018 Q2	$127K	Hold	10,000	–	–	0.06%	89
2018 Q1	$121K	Hold	10,000	–	–	0.06%	90
2017 Q4	$131K	Buy	+10,000	New	+$131K	0.06%	87

Other funds holding HTGC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

First National Bank of Mount Dora's HTGC Position: Q2 2026 in Review

First National Bank of Mount Dora held its Hercules Capital (HTGC) position steady in Q2 2026 at 29,246 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #100.

First National Bank of Mount Dora first reported a position in HTGC in Q4 2017 and has held it in 35 quarters since. The position peaked at $598K in Q2 2024. 132 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

First National Bank of Mount Dora held 29,246 shares of Hercules Capital worth $461K as of Q2 2026.
First National Bank of Mount Dora left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up 0.09% of First National Bank of Mount Dora's portfolio in Q2 2026, its #100 holding.
First National Bank of Mount Dora first reported a position in Hercules Capital in Q4 2017 and has held it in 35 quarters since.
First National Bank of Mount Dora's Hercules Capital position peaked at $598K in Q2 2024.
132 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.