Raymond James Financial
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Raymond James Financial’s Hercules Capital HTGC Stock Holding History

Raymond James Financial’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
2025
Q1 		– Sell
-8,000
Closed -$128K – 4876
2024
Q4 		$128K Buy
+8,000
New +$156K ﹤0.01% 4490

Other funds holding HTGC

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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

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

Raymond James Financial increased its Hercules Capital (HTGC) stake by 12% in Q2 2026, buying an estimated $864K and bringing the position to 532,094 shares worth $8.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Raymond James Financial first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3M in Q3 2025. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Raymond James Financial held 532,094 shares of Hercules Capital worth $8.39M as of Q2 2026.
  • Raymond James Financial bought 55,526 Hercules Capital shares in Q2 2026, an estimated $864K.
  • Hercules Capital made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2311 holding.
  • Raymond James Financial first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Hercules Capital position peaked at $13.3M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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