IFG Advisory’s Hercules Capital HTGC Stock Holding History

IFG Advisory’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	$118K	Buy	7,495 +5,495	+275%	+$85.5K	﹤0.01%	1022
2026 Q1	$29.5K	Buy	+2,000	New	+$32.7K	0.08%	172

Other funds holding HTGC

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

IFG Advisory's HTGC Position: Q2 2026 in Review

IFG Advisory increased its Hercules Capital (HTGC) stake by 275% in Q2 2026, buying an estimated $85.5K and bringing the position to 7,495 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

IFG Advisory first reported a position in HTGC in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

IFG Advisory held 7,495 shares of Hercules Capital worth $118K as of Q2 2026.
IFG Advisory bought 5,495 Hercules Capital shares in Q2 2026, an estimated $85.5K.
Hercules Capital made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1022 holding.
IFG Advisory first reported a position in Hercules Capital in Q1 2026 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.