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HGBL icon

Harbour Investments’s Heritage Global HGBL Stock Holding History

Harbour Investments’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11 Hold
9
– – ﹤0.01% 4736
2026
Q1 		$12 Buy
+9
New +$12 ﹤0.01% 4636
2021
Q4 		– Sell
-9
Closed – – 3082
2021
Q3 		$0 Hold
9
– – ﹤0.01% 3838
2021
Q2 		$0 Hold
9
– – ﹤0.01% 3849
2021
Q1 		$0 Buy
+9
New +$27 ﹤0.01% 3648

Other funds holding HGBL

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM

Harbour Investments's HGBL Position: Q2 2026 in Review

Harbour Investments held its Heritage Global (HGBL) position steady in Q2 2026 at 9 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #4736.

Harbour Investments first reported a position in HGBL in Q1 2021 and has held it in 5 quarters since. The position peaked at $12 in Q1 2026. 36 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Harbour Investments held 9 shares of Heritage Global worth $11 as of Q2 2026.
  • Harbour Investments left its Heritage Global share count unchanged in Q2 2026.
  • Heritage Global made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4736 holding.
  • Harbour Investments first reported a position in Heritage Global in Q1 2021 and has held it in 5 quarters since.
  • Harbour Investments's Heritage Global position peaked at $12 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.