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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
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

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $454M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM

Harbour Investments's HGBL Position: Q1 2026 in Review

Harbour Investments opened a new position in Heritage Global (HGBL) in Q1 2026: 9 shares worth $12. The stake represents ﹤0.01% of the portfolio and ranks #4636 among its holdings. This is a return to the name: Harbour Investments previously reported a position in HGBL as recently as Q3 2021.

Harbour Investments first reported a position in HGBL in Q1 2021 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold HGBL as of Q1 2026.

  • Harbour Investments held 9 shares of Heritage Global worth $12 as of Q1 2026.
  • Heritage Global was a new Harbour Investments position in Q1 2026.
  • Heritage Global made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4636 holding.
  • Harbour Investments first reported a position in Heritage Global in Q1 2021 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.