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JFS Wealth Advisors’s Horizon Technology Finance HRZN Stock Holding History

JFS Wealth Advisors’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$809 Buy
+171
New +$740 ﹤0.01% 1857

Other funds holding HRZN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's HRZN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 171 shares worth $809. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings.

107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • JFS Wealth Advisors held 171 shares of Horizon Technology Finance worth $809 as of Q2 2026.
  • Horizon Technology Finance was a new JFS Wealth Advisors position in Q2 2026.
  • Horizon Technology Finance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1857 holding.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.