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Regal Investment Advisors’s Horizon Technology Finance HRZN Stock Holding History

Regal Investment Advisors’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
Q1 		$183K Sell
43,553
-5,506
-11% -$31.9K 0.01% 636
2025
Q4 		$316K Buy
+49,059
New +$314K 0.02% 501

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Regal Investment Advisors's HRZN Position: Q1 2026 in Review

Regal Investment Advisors reduced its Horizon Technology Finance (HRZN) stake by 11% in Q1 2026, selling an estimated $31.9K and leaving 43,553 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #636.

Regal Investment Advisors first reported a position in HRZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $316K in Q4 2025. 55 funds tracked by Wall St. Rank hold HRZN as of Q1 2026.

  • Regal Investment Advisors held 43,553 shares of Horizon Technology Finance worth $183K as of Q1 2026.
  • Regal Investment Advisors sold 5,506 Horizon Technology Finance shares in Q1 2026, an estimated $31.9K.
  • Horizon Technology Finance made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #636 holding.
  • Regal Investment Advisors first reported a position in Horizon Technology Finance in Q4 2025 and has held it in 2 quarters since.
  • Regal Investment Advisors's Horizon Technology Finance position peaked at $316K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.