Advisory Solutions Group, LLC’s Hercules Capital HTGC Stock Holding History

Advisory Solutions Group, LLC’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	$237K	Buy	+15,021	New	+$234K	0.08%	169

Other funds holding HTGC

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Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

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

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

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Advisory Solutions Group, LLC's HTGC Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Hercules Capital (HTGC) in Q2 2026: 15,021 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings.

126 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Advisory Solutions Group, LLC held 15,021 shares of Hercules Capital worth $237K as of Q2 2026.
Hercules Capital was a new Advisory Solutions Group, LLC position in Q2 2026.
Hercules Capital made up 0.08% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #169 holding.
126 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.