Northstar Advisory Group’s WhiteHorse Finance WHF Stock Holding History

Northstar Advisory Group’s Portfolio WHF Stock Details WHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.9K	Buy	11,777 +380	+3%	+$2.71K	0.02%	119
2026 Q1	$84.3K	Buy	11,397 +386	+4%	+$2.66K	0.03%	113
2025 Q4	$76.5K	Buy	11,011 +571	+5%	+$4.06K	0.03%	111
2025 Q3	$72.2K	Buy	10,440 +423	+4%	+$3.62K	0.03%	111
2025 Q2	$87.3K	Buy	+10,017	New	+$92.2K	0.04%	100

Other funds holding WHF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

PIA

Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Northstar Advisory Group's WHF Position: Q2 2026 in Review

Northstar Advisory Group increased its WhiteHorse Finance (WHF) stake by 3.3% in Q2 2026, buying an estimated $2.71K and bringing the position to 11,777 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #119.

Northstar Advisory Group first reported a position in WHF in Q2 2025 and has held it in 5 quarters since. The position peaked at $87.3K in Q2 2025. 13 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

Northstar Advisory Group held 11,777 shares of WhiteHorse Finance worth $78.9K as of Q2 2026.
Northstar Advisory Group bought 380 WhiteHorse Finance shares in Q2 2026, an estimated $2.71K.
WhiteHorse Finance made up 0.02% of Northstar Advisory Group's portfolio in Q2 2026, its #119 holding.
Northstar Advisory Group first reported a position in WhiteHorse Finance in Q2 2025 and has held it in 5 quarters since.
Northstar Advisory Group's WhiteHorse Finance position peaked at $87.3K in Q2 2025.
13 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.