Superior Planning, LLC’s Hamilton Lane HLNE Stock Holding History

Superior Planning, LLC’s Portfolio HLNE Stock Details HLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.7K	Buy	+307	New	+$28.6K	0.01%	587

Other funds holding HLNE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Superior Planning, LLC's HLNE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Hamilton Lane (HLNE) in Q3 2026: 307 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings.

260 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

Superior Planning, LLC held 307 shares of Hamilton Lane worth $26.7K as of Q3 2026.
Hamilton Lane was a new Superior Planning, LLC position in Q3 2026.
Hamilton Lane made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #587 holding.
260 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.