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Nations Financial Group’s Hercules Capital HTGC Stock Holding History

Nations 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
2026
Q2 		$1.56M Buy
98,614
+3,998
+4% +$62.2K 0.07% 268
2026
Q1 		$1.4M Sell
94,616
-3,721
-4% -$60.8K 0.07% 290
2025
Q4 		$1.85M Buy
98,337
+1,647
+2% +$29.7K 0.1% 224
2025
Q3 		$1.83M Buy
96,690
+2,627
+3% +$50.3K 0.11% 209
2025
Q2 		$1.72M Buy
94,063
+1,095
+1% +$19.4K 0.12% 197
2025
Q1 		$1.79M Buy
92,968
+521
+0.6% +$10.5K 0.14% 183
2024
Q4 		$1.86M Buy
92,447
+799
+0.9% +$15.6K 0.14% 184
2024
Q3 		$1.8M Buy
91,648
+2,571
+3% +$50.6K 0.13% 184
2024
Q2 		$1.82M Sell
89,077
-76
-0.1% -$1.46K 0.15% 163
2024
Q1 		$1.64M Buy
89,153
+3,543
+4% +$62.9K 0.14% 175
2023
Q4 		$1.43M Buy
85,610
+1,530
+2% +$24.2K 0.13% 183
2023
Q3 		$1.38M Buy
84,080
+1,076
+1% +$17.6K 0.14% 175
2023
Q2 		$1.23M Buy
83,004
+228
+0.3% +$3.13K 0.12% 200
2023
Q1 		$1.07M Buy
82,776
+10,316
+14% +$144K 0.11% 213
2022
Q4 		$958K Buy
+72,460
New +$985K 0.11% 229

Other funds holding HTGC

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Nations Financial Group increased its Hercules Capital (HTGC) stake by 4.2% in Q2 2026, buying an estimated $62.2K and bringing the position to 98,614 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #268.

Nations Financial Group first reported a position in HTGC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2024. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Nations Financial Group held 98,614 shares of Hercules Capital worth $1.56M as of Q2 2026.
  • Nations Financial Group bought 3,998 Hercules Capital shares in Q2 2026, an estimated $62.2K.
  • Hercules Capital made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #268 holding.
  • Nations Financial Group first reported a position in Hercules Capital in Q4 2022 and has held it in 15 quarters since.
  • Nations Financial Group's Hercules Capital position peaked at $1.86M in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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