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SageGuard Financial Group’s Hercules Capital HTGC Stock Holding History

SageGuard Financial Group’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
2026
Q2 		$163K Buy
10,317
+8
+0.1% +$124 0.02% 209
2026
Q1 		$152K Sell
10,309
-396
-4% -$6.47K 0.02% 194
2025
Q4 		$201K Buy
+10,705
New +$193K 0.03% 173

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SageGuard Financial Group's HTGC Position: Q2 2026 in Review

SageGuard Financial Group increased its Hercules Capital (HTGC) stake by 0.08% in Q2 2026, buying an estimated $124 and bringing the position to 10,317 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #209.

SageGuard Financial Group first reported a position in HTGC in Q4 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 188 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • SageGuard Financial Group held 10,317 shares of Hercules Capital worth $163K as of Q2 2026.
  • SageGuard Financial Group bought 8 Hercules Capital shares in Q2 2026, an estimated $124.
  • Hercules Capital made up 0.02% of SageGuard Financial Group's portfolio in Q2 2026, its #209 holding.
  • SageGuard Financial Group first reported a position in Hercules Capital in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Hercules Capital position peaked at $201K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.