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Sovereign Financial Group’s Hercules Capital HTGC Stock Holding History

Sovereign 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 		$172K Buy
10,928
+173
+2% +$2.69K 0.03% 373
2026
Q1 		$159K Buy
+10,755
New +$176K 0.03% 350

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

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

Sovereign Financial Group increased its Hercules Capital (HTGC) stake by 1.6% in Q2 2026, buying an estimated $2.69K and bringing the position to 10,928 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #373.

Sovereign Financial Group first reported a position in HTGC in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Sovereign Financial Group held 10,928 shares of Hercules Capital worth $172K as of Q2 2026.
  • Sovereign Financial Group bought 173 Hercules Capital shares in Q2 2026, an estimated $2.69K.
  • Hercules Capital made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #373 holding.
  • Sovereign Financial Group first reported a position in Hercules Capital in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.