HFS
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Hantz Financial Services’s Hercules Capital HTGC Stock Holding History

Hantz Financial Services’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 		$6K Sell
360
-240
-40% -$3.73K ﹤0.01% 2180
2026
Q1 		$9K Hold
600
– – ﹤0.01% 2069
2025
Q4 		$11K Buy
+600
New +$10.8K ﹤0.01% 1969

Other funds holding HTGC

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SIS
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Hantz Financial Services's HTGC Position: Q2 2026 in Review

Hantz Financial Services reduced its Hercules Capital (HTGC) stake by 40% in Q2 2026, selling an estimated $3.73K and leaving 360 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Hantz Financial Services first reported a position in HTGC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Hantz Financial Services held 360 shares of Hercules Capital worth $6K as of Q2 2026.
  • Hantz Financial Services sold 240 Hercules Capital shares in Q2 2026, an estimated $3.73K.
  • Hercules Capital made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2180 holding.
  • Hantz Financial Services first reported a position in Hercules Capital in Q4 2025 and has held it in 3 quarters since.
  • Hantz Financial Services's Hercules Capital position peaked at $11K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.