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Kingswood Wealth Advisors’s Hercules Capital HTGC Stock Holding History

Kingswood 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 		$158K Hold
10,032
– – 0.01% 965
2026
Q1 		$148K Buy
+10,032
New +$164K 0.01% 895

Other funds holding HTGC

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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

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

Kingswood Wealth Advisors held its Hercules Capital (HTGC) position steady in Q2 2026 at 10,032 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #965.

Kingswood Wealth Advisors 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.

  • Kingswood Wealth Advisors held 10,032 shares of Hercules Capital worth $158K as of Q2 2026.
  • Kingswood Wealth Advisors left its Hercules Capital share count unchanged in Q2 2026.
  • Hercules Capital made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #965 holding.
  • Kingswood Wealth Advisors 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.