Sequoia Financial Advisors’s Hercules Capital HTGC Stock Holding History

Sequoia Financial Advisors’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	$195K	Buy	12,336 +1,669	+16%	+$26K	﹤0.01%	1993
2026 Q1	$158K	Sell	10,667 -2,534	-19%	-$41.4K	﹤0.01%	1815
2025 Q4	$248K	Buy	+13,201	New	+$238K	﹤0.01%	1678
2017 Q1	–	Sell	-23,703	Closed	-$334K	–	294
2016 Q4	$334K	Buy	23,703 +6,386	+37%	+$86.9K	0.05%	178
2016 Q3	$235K	Sell	17,317 -2,312	-12%	-$30.8K	0.04%	201
2016 Q2	$244K	Buy	+19,629	New	+$238K	0.07%	199

Other funds holding HTGC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Sequoia Financial Advisors's HTGC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Hercules Capital (HTGC) stake by 16% in Q2 2026, buying an estimated $26K and bringing the position to 12,336 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Sequoia Financial Advisors first reported a position in HTGC in Q2 2016 and has held it in 6 quarters since. The position peaked at $334K in Q4 2016. 48 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Sequoia Financial Advisors held 12,336 shares of Hercules Capital worth $195K as of Q2 2026.
Sequoia Financial Advisors bought 1,669 Hercules Capital shares in Q2 2026, an estimated $26K.
Hercules Capital made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1993 holding.
Sequoia Financial Advisors first reported a position in Hercules Capital in Q2 2016 and has held it in 6 quarters since.
Sequoia Financial Advisors's Hercules Capital position peaked at $334K in Q4 2016.
48 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.