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BOLTON SECURITIES CORPORATION’s Hercules Capital HTGC Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$205K Hold
12,220
– – 0.01% 883
2026
Q2 		$193K Hold
12,220
– – 0.01% 904
2026
Q1 		$180K Buy
+12,220
New +$200K 0.01% 838
2025
Q3 		$166K Buy
+8,780
New +$168K 0.01% 793
2025
Q1 		$59.1K Buy
+3,079
New +$62.2K ﹤0.01% 1004

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Muzinich & Co
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Tectonic Advisors
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Sumitomo Mitsui Trust Group
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Union Bancaire Privee
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Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HTGC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Hercules Capital (HTGC) position steady in Q3 2026 at 12,220 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #883.

BOLTON SECURITIES CORPORATION first reported a position in HTGC in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold HTGC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 12,220 shares of Hercules Capital worth $205K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Hercules Capital share count unchanged in Q3 2026.
  • Hercules Capital made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #883 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Hercules Capital in Q1 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.