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Independent Financial Group’s Hercules Capital HTGC Stock Holding History

Independent Financial Group’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 		$2.2M Buy
139,458
+55,109
+65% +$857K 0.04% 424
2026
Q1 		$1.25M Buy
84,349
+16,059
+24% +$262K 0.03% 543
2025
Q4 		$1.29M Buy
68,290
+47,636
+231% +$859K 0.03% 537
2025
Q3 		$391K Buy
20,654
+3,029
+17% +$58.1K 0.01% 960
2025
Q2 		$322K Sell
17,625
-16,609
-49% -$294K 0.01% 994
2025
Q1 		$658K Sell
34,234
-11,053
-24% -$223K 0.02% 610
2024
Q4 		$910K Buy
45,287
+2,701
+6% +$52.7K 0.03% 503
2024
Q3 		$836K Buy
42,586
+2,005
+5% +$39.5K 0.03% 493
2024
Q2 		$830K Sell
40,581
-8,873
-18% -$171K 0.03% 454
2024
Q1 		$912K Sell
49,454
-154,322
-76% -$2.74M 0.04% 401
2023
Q4 		$3.4M Buy
203,776
+4,086
+2% +$64.6K 0.18% 125
2023
Q3 		$3.28M Buy
199,690
+1,850
+0.9% +$30.3K 0.21% 99
2023
Q2 		$2.93M Buy
197,840
+652
+0.3% +$8.94K 0.2% 107
2023
Q1 		$2.54M Buy
197,188
+110,336
+127% +$1.54M 0.2% 114
2022
Q4 		$1.15M Buy
86,852
+35,824
+70% +$487K 0.1% 207
2022
Q3 		$591K Sell
51,028
-40,368
-44% -$576K 0.05% 349
2022
Q2 		$1.23M Buy
+91,396
New +$1.43M 0.13% 179

Other funds holding HTGC

VanEck Associates
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
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

Independent Financial Group's HTGC Position: Q2 2026 in Review

Independent Financial Group increased its Hercules Capital (HTGC) stake by 65% in Q2 2026, buying an estimated $857K and bringing the position to 139,458 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #424.

Independent Financial Group first reported a position in HTGC in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.4M in Q4 2023. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Independent Financial Group held 139,458 shares of Hercules Capital worth $2.2M as of Q2 2026.
  • Independent Financial Group bought 55,109 Hercules Capital shares in Q2 2026, an estimated $857K.
  • Hercules Capital made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #424 holding.
  • Independent Financial Group first reported a position in Hercules Capital in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's Hercules Capital position peaked at $3.4M in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.