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KFG Wealth Management’s Hercules Capital HTGC Stock Holding History

KFG Wealth Management’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 		$226K Buy
14,335
+420
+3% +$6.53K 0.03% 208
2026
Q1 		$206K Buy
+13,915
New +$227K 0.03% 212

Other funds holding HTGC

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SIS
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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

KFG Wealth Management's HTGC Position: Q2 2026 in Review

KFG Wealth Management increased its Hercules Capital (HTGC) stake by 3% in Q2 2026, buying an estimated $6.53K and bringing the position to 14,335 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #208.

KFG Wealth Management 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.

  • KFG Wealth Management held 14,335 shares of Hercules Capital worth $226K as of Q2 2026.
  • KFG Wealth Management bought 420 Hercules Capital shares in Q2 2026, an estimated $6.53K.
  • Hercules Capital made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #208 holding.
  • KFG Wealth Management 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 KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.