William B. Walkup & Associates’s Hercules Capital HTGC Stock Holding History

William B. Walkup & Associates’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	$3.61K	Hold	229	–	–	﹤0.01%	166
2026 Q1	$4.4K	Hold	229	–	–	﹤0.01%	139
2025 Q4	$4.31K	Hold	229	–	–	﹤0.01%	144
2025 Q3	$4.33K	Hold	229	–	–	﹤0.01%	141
2025 Q2	$4.19K	Hold	229	–	–	﹤0.01%	139
2025 Q1	$4.4K	Hold	229	–	–	﹤0.01%	138
2024 Q4	$4.6K	Hold	229	–	–	﹤0.01%	136
2024 Q3	$4.5K	Hold	229	–	–	﹤0.01%	136
2024 Q2	$4.68K	Buy	+229	New	+$4.41K	﹤0.01%	135

Other funds holding HTGC

SIS

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

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 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

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

CIM

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

FWP

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

William B. Walkup & Associates's HTGC Position: Q2 2026 in Review

William B. Walkup & Associates held its Hercules Capital (HTGC) position steady in Q2 2026 at 229 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

William B. Walkup & Associates first reported a position in HTGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.68K in Q2 2024. 136 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

William B. Walkup & Associates held 229 shares of Hercules Capital worth $3.61K as of Q2 2026.
William B. Walkup & Associates left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #166 holding.
William B. Walkup & Associates first reported a position in Hercules Capital in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Hercules Capital position peaked at $4.68K in Q2 2024.
136 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.