Stonebridge Financial Group, LLC/CA’s Horizon Technology Finance HRZN Stock Holding History

Stonebridge Financial Group, LLC/CA’s Portfolio HRZN Stock Details HRZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111K	Buy	+23,560	New	+$102K	0.02%	302

Other funds holding HRZN

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Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's HRZN Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 23,560 shares worth $111K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings.

82 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 23,560 shares of Horizon Technology Finance worth $111K as of Q2 2026.
Horizon Technology Finance was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Horizon Technology Finance made up 0.02% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #302 holding.
82 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.