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Founders Financial Alliance’s Hercules Capital HTGC Stock Holding History

Founders Financial Alliance’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 		$386K Buy
24,503
+2,936
+14% +$45.7K 0.05% 282
2026
Q1 		$319K Buy
+21,567
New +$352K 0.06% 285
2025
Q4 		– Sell
-18,591
Closed -$352K – 655
2025
Q3 		$352K Buy
+18,591
New +$356K 0.07% 258
2025
Q2 		– Sell
-14,516
Closed -$279K – 576
2025
Q1 		$279K Buy
+14,516
New +$293K 0.07% 270
2024
Q4 		– Sell
-28,701
Closed -$564K – 587
2024
Q3 		$564K Buy
28,701
+673
+2% +$13.3K 0.16% 129
2024
Q2 		$573K Buy
28,028
+627
+2% +$12.1K 0.17% 119
2024
Q1 		$506K Buy
27,401
+2,151
+9% +$38.2K 0.15% 137
2023
Q4 		$421K Buy
25,250
+1,187
+5% +$18.8K 0.16% 130
2023
Q3 		$395K Buy
24,063
+294
+1% +$4.81K 0.17% 119
2023
Q2 		$352K Buy
23,769
+329
+1% +$4.51K 0.14% 161
2023
Q1 		$302K Buy
23,440
+698
+3% +$9.76K 0.15% 146
2022
Q4 		$301K Buy
22,742
+796
+4% +$10.8K 0.14% 163
2022
Q3 		$254K Buy
21,946
+678
+3% +$9.68K 0.13% 172
2022
Q2 		$287K Buy
21,268
+711
+3% +$11.1K 0.15% 158
2022
Q1 		$371K Buy
20,557
+559
+3% +$9.82K 0.16% 134
2021
Q4 		$332K Buy
19,998
+457
+2% +$7.75K 0.13% 169
2021
Q3 		$325K Buy
19,541
+424
+2% +$7.21K 0.15% 148
2021
Q2 		$326K Buy
19,117
+440
+2% +$7.53K 0.15% 158
2021
Q1 		$305K Buy
18,677
+412
+2% +$6.39K 0.15% 157
2020
Q4 		$264K Buy
18,265
+475
+3% +$6.05K 0.15% 155
2020
Q3 		$205K Buy
+17,790
New +$198K 0.12% 156

Other funds holding HTGC

VanEck Associates
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Founders Financial Alliance's HTGC Position: Q2 2026 in Review

Founders Financial Alliance increased its Hercules Capital (HTGC) stake by 14% in Q2 2026, buying an estimated $45.7K and bringing the position to 24,503 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #282.

Founders Financial Alliance first reported a position in HTGC in Q3 2020 and has held it in 21 quarters since. The position peaked at $573K in Q2 2024. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Founders Financial Alliance held 24,503 shares of Hercules Capital worth $386K as of Q2 2026.
  • Founders Financial Alliance bought 2,936 Hercules Capital shares in Q2 2026, an estimated $45.7K.
  • Hercules Capital made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #282 holding.
  • Founders Financial Alliance first reported a position in Hercules Capital in Q3 2020 and has held it in 21 quarters since.
  • Founders Financial Alliance's Hercules Capital position peaked at $573K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.