Patriot Financial Group Insurance Agency’s Horizon Technology Finance HRZN Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-12,452	Closed	-$52.4K	–	591
2026 Q1	$52.4K	Buy	+12,452	New	+$72.1K	﹤0.01%	692
2022 Q3	–	Sell	-3,990	Closed	-$46K	–	1069
2022 Q2	$46K	Buy	3,990 +45	+1%	+$564	0.01%	760
2022 Q1	$55K	Buy	3,945 +132	+3%	+$1.99K	0.01%	751
2021 Q4	$61K	Buy	3,813 +530	+16%	+$8.94K	0.01%	798
2021 Q3	$53K	Buy	3,283 +76	+2%	+$1.29K	0.01%	848
2021 Q2	$55K	Buy	3,207 +520	+19%	+$8.59K	0.01%	811
2021 Q1	$39K	Buy	2,687 +240	+10%	+$3.34K	0.01%	850
2020 Q4	$32K	Buy	2,447 +319	+15%	+$3.98K	0.01%	828
2020 Q3	$26K	Buy	2,128 +18	+0.9%	+$213	0.01%	719
2020 Q2	$23K	Buy	2,110 +615	+41%	+$6.17K	0.01%	710
2020 Q1	$12K	Buy	1,495 +1,015	+211%	+$11.9K	0.01%	796
2019 Q4	$6K	Buy	480 +100	+26%	+$1.23K	﹤0.01%	942
2019 Q3	$4K	Hold	380	–	–	﹤0.01%	981
2019 Q2	$5K	Buy	380 +102	+37%	+$1.2K	﹤0.01%	942
2019 Q1	$3K	Buy	+278	New	+$3.4K	﹤0.01%	945

Other funds holding HRZN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HRZN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Horizon Technology Finance (HRZN) in Q2 2026, closing a stake of 12,452 shares — an estimated $52.4K sold.

Patriot Financial Group Insurance Agency first reported a position in HRZN in Q1 2019 and held it in 15 quarters. The position peaked at $61K in Q4 2021. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Horizon Technology Finance position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 12,452 Horizon Technology Finance shares in Q2 2026, an estimated $52.4K.
Patriot Financial Group Insurance Agency first reported a position in Horizon Technology Finance in Q1 2019 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Horizon Technology Finance position peaked at $61K in Q4 2021.
107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.