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Nations Financial Group’s Horizon Technology Finance HRZN Stock Holding History

Nations Financial Group’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 		$57.5K Buy
12,150
+700
+6% +$3.03K ﹤0.01% 785
2026
Q1 		$48.2K Buy
11,450
+1,000
+10% +$5.79K ﹤0.01% 767
2025
Q4 		$67.4K Buy
+10,450
New +$66.8K ﹤0.01% 742

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

Nations Financial Group's HRZN Position: Q2 2026 in Review

Nations Financial Group increased its Horizon Technology Finance (HRZN) stake by 6.1% in Q2 2026, buying an estimated $3.03K and bringing the position to 12,150 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Nations Financial Group first reported a position in HRZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $67.4K in Q4 2025. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Nations Financial Group held 12,150 shares of Horizon Technology Finance worth $57.5K as of Q2 2026.
  • Nations Financial Group bought 700 Horizon Technology Finance shares in Q2 2026, an estimated $3.03K.
  • Horizon Technology Finance made up ﹤0.01% of Nations Financial Group's portfolio in Q2 2026, its #785 holding.
  • Nations Financial Group first reported a position in Horizon Technology Finance in Q4 2025 and has held it in 3 quarters since.
  • Nations Financial Group's Horizon Technology Finance position peaked at $67.4K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.