RBC
HTGC icon

Roble Belko & Company’s Hercules Capital HTGC Stock Holding History

Roble Belko & Company’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
Q4 		– Sell
-56
Closed -$1K – 476
2025
Q3 		$1K Buy
56
+1
+2% +$19 ﹤0.01% 394
2025
Q2 		$1K Buy
55
+1
+2% +$18 ﹤0.01% 376
2025
Q1 		$1K Buy
+54
New +$1.09K ﹤0.01% 364

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Roble Belko & Company's HTGC Position: Q4 2025 in Review

Roble Belko & Company sold out of Hercules Capital (HTGC) in Q4 2025, closing a stake of 56 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in HTGC in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q3 2025. 353 funds tracked by Wall St. Rank hold HTGC as of Q4 2025.

  • Roble Belko & Company reported no remaining Hercules Capital position as of Q4 2025 after selling out during the quarter.
  • Roble Belko & Company sold 56 Hercules Capital shares in Q4 2025, an estimated $1K.
  • Roble Belko & Company first reported a position in Hercules Capital in Q1 2025 and held it in 3 quarters.
  • Roble Belko & Company's Hercules Capital position peaked at $1K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2025.

Based on Roble Belko & Company's 13F filing for Q4 2025, filed 12 Jan 2026.