BFC Planning, Inc.’s Horizon Technology Finance HRZN Stock Holding History

BFC Planning, Inc.’s Portfolio HRZN Stock Details HRZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.3K	Buy	+6,832	New	+$29.6K	﹤0.01%	1767

Other funds holding HRZN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.51% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s HRZN Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 6,832 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings.

108 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

BFC Planning, Inc. held 6,832 shares of Horizon Technology Finance worth $32.3K as of Q2 2026.
Horizon Technology Finance was a new BFC Planning, Inc. position in Q2 2026.
Horizon Technology Finance made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1767 holding.
108 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.