Jones Financial Companies
HRZN icon

Jones Financial Companies’s Horizon Technology Finance HRZN Stock Holding History

Jones Financial Companies’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 		$8.07K Buy
+1,830
New +$7.92K ﹤0.01% 3878
2025
Q4 		– Sell
-227
Closed -$1.39K – 4490
2025
Q3 		$1.39K Buy
+227
New +$1.65K ﹤0.01% 3808
2025
Q1 		– Sell
-843
Closed -$7.58K – 3781
2024
Q4 		$7.58K Buy
+843
New +$8.1K ﹤0.01% 2629

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

Jones Financial Companies's HRZN Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 1,830 shares worth $8.07K. The stake represents ﹤0.01% of the portfolio and ranks #3878 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in HRZN as recently as Q3 2025.

Jones Financial Companies first reported a position in HRZN in Q4 2024 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Jones Financial Companies held 1,830 shares of Horizon Technology Finance worth $8.07K as of Q2 2026.
  • Horizon Technology Finance was a new Jones Financial Companies position in Q2 2026.
  • Horizon Technology Finance made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3878 holding.
  • Jones Financial Companies first reported a position in Horizon Technology Finance in Q4 2024 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.