Raymond James Financial
HRZN icon

Raymond James Financial’s Horizon Technology Finance HRZN Stock Holding History

Raymond James Financial’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 		$181K Buy
38,247
+24,514
+179% +$106K ﹤0.01% 5068
2026
Q1 		$57.8K Sell
13,733
-1,333
-9% -$7.72K ﹤0.01% 5106
2025
Q4 		$97.2K Buy
15,066
+1,615
+12% +$10.3K ﹤0.01% 4929
2025
Q3 		$82.1K Sell
13,451
-342
-2% -$2.49K ﹤0.01% 4772
2025
Q2 		$99.3K Sell
13,793
-144
-1% -$1.12K ﹤0.01% 4880
2025
Q1 		$131K Buy
13,937
+106
+0.8% +$994 ﹤0.01% 4503
2024
Q4 		$124K Buy
+13,831
New +$133K ﹤0.01% 4494

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 52.51% 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

Raymond James Financial's HRZN Position: Q2 2026 in Review

Raymond James Financial increased its Horizon Technology Finance (HRZN) stake by 179% in Q2 2026, buying an estimated $106K and bringing the position to 38,247 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #5068.

Raymond James Financial first reported a position in HRZN in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Raymond James Financial held 38,247 shares of Horizon Technology Finance worth $181K as of Q2 2026.
  • Raymond James Financial bought 24,514 Horizon Technology Finance shares in Q2 2026, an estimated $106K.
  • Horizon Technology Finance made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5068 holding.
  • Raymond James Financial first reported a position in Horizon Technology Finance in Q4 2024 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.