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 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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nations Financial Group's HTGC Position: Q1 2026 in Review

Nations Financial Group reduced its Hercules Capital (HTGC) stake by 3.8% in Q1 2026, selling an estimated $60.8K and leaving 94,616 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #290.

Nations Financial Group first reported a position in HTGC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2024. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

Nations Financial Group held 94,616 shares of Hercules Capital worth $1.4M as of Q1 2026.
Nations Financial Group sold 3,721 Hercules Capital shares in Q1 2026, an estimated $60.8K.
Hercules Capital made up 0.07% of Nations Financial Group's portfolio in Q1 2026, its #290 holding.
Nations Financial Group first reported a position in Hercules Capital in Q4 2022 and has held it in 14 quarters since.
Nations Financial Group's Hercules Capital position peaked at $1.86M in Q4 2024.
349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.