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JFS Wealth Advisors’s Hercules Capital HTGC Stock Holding History

JFS Wealth Advisors’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 		$1.04K Buy
+66
New +$1.03K ﹤0.01% 1798

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Hercules Capital (HTGC) in Q2 2026: 66 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings.

116 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • JFS Wealth Advisors held 66 shares of Hercules Capital worth $1.04K as of Q2 2026.
  • Hercules Capital was a new JFS Wealth Advisors position in Q2 2026.
  • Hercules Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1798 holding.
  • 116 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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