West Financial Advisors’s Hercules Capital HTGC Stock Holding History

West 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	$906	Buy	57 +1	+2%	+$16	﹤0.01%	197
2026 Q1	$827	Buy	56 +1	+2%	+$16	﹤0.01%	174
2025 Q4	$1.03K	Buy	55 +2	+4%	+$36	﹤0.01%	219
2025 Q3	$1.01K	Buy	53 +1	+2%	+$19	﹤0.01%	175
2025 Q2	$955	Buy	52 +1	+2%	+$18	﹤0.01%	191
2025 Q1	$981	Buy	51 +1	+2%	+$20	﹤0.01%	189
2024 Q4	$1K	Buy	+50	New	+$976	﹤0.01%	186

Other funds holding HTGC

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

West Financial Advisors increased its Hercules Capital (HTGC) stake by 1.8% in Q2 2026, buying an estimated $16 and bringing the position to 57 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #197.

West Financial Advisors first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

West Financial Advisors held 57 shares of Hercules Capital worth $906 as of Q2 2026.
West Financial Advisors bought 1 Hercules Capital share in Q2 2026, an estimated $16.
Hercules Capital made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #197 holding.
West Financial Advisors first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
West Financial Advisors's Hercules Capital position peaked at $1.03K in Q4 2025.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.