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Wynnefield Capital’s Heritage Global HGBL Stock Holding History

Wynnefield Capital’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-79,426
Closed -$98.5K – 10
2025
Q4 		$98.5K Sell
79,426
-321,604
-80% -$446K 0.06% 11
2025
Q3 		$666K Hold
401,030
– – 0.4% 11
2025
Q2 		$890K Hold
401,030
– – 0.53% 12
2025
Q1 		$874K Hold
401,030
– – 0.55% 13
2024
Q4 		$742K Hold
401,030
– – 0.34% 13
2024
Q3 		$682K Sell
401,030
-45,000
-10% -$92.3K 0.3% 14
2024
Q2 		$1.1M Hold
446,030
– – 0.49% 13
2024
Q1 		$1.18M Hold
446,030
– – 0.47% 14
2023
Q4 		$1.24M Buy
+446,030
New +$1.31M 0.48% 14

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $454M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM

Wynnefield Capital's HGBL Position: Q1 2026 in Review

Wynnefield Capital sold out of Heritage Global (HGBL) in Q1 2026, closing a stake of 79,426 shares — an estimated $98.5K sold.

Wynnefield Capital first reported a position in HGBL in Q4 2023 and held it in 9 quarters. The position peaked at $1.24M in Q4 2023. 38 funds tracked by Wall St. Rank hold HGBL as of Q1 2026.

  • Wynnefield Capital reported no remaining Heritage Global position as of Q1 2026 after selling out during the quarter.
  • Wynnefield Capital sold 79,426 Heritage Global shares in Q1 2026, an estimated $98.5K.
  • Wynnefield Capital first reported a position in Heritage Global in Q4 2023 and held it in 9 quarters.
  • Wynnefield Capital's Heritage Global position peaked at $1.24M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q1 2026.

Based on Wynnefield Capital's 13F filing for Q1 2026, filed 15 May 2026.