LFG
HTGC icon

Larson Financial Group’s Hercules Capital HTGC Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-250
Closed -$4.8K – 3382
2025
Q1 		$4.8K Buy
+250
New +$5.05K ﹤0.01% 1893
2019
Q4 		– Sell
-200
Closed -$3K – 611
2019
Q3 		$3K Buy
+200
New +$2.61K ﹤0.01% 404

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Larson Financial Group's HTGC Position: Q2 2025 in Review

Larson Financial Group sold out of Hercules Capital (HTGC) in Q2 2025, closing a stake of 250 shares — an estimated $4.8K sold.

Larson Financial Group first reported a position in HTGC in Q3 2019 and held it in 2 quarters. The position peaked at $4.8K in Q1 2025. 327 funds tracked by Wall St. Rank hold HTGC as of Q2 2025.

  • Larson Financial Group reported no remaining Hercules Capital position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 250 Hercules Capital shares in Q2 2025, an estimated $4.8K.
  • Larson Financial Group first reported a position in Hercules Capital in Q3 2019 and held it in 2 quarters.
  • Larson Financial Group's Hercules Capital position peaked at $4.8K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.