Action Point Financial Planning’s Hamilton Lane HLNE Stock Holding History

Action Point Financial Planning’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 Q2	$473	Buy	+6	New	+$533	﹤0.01%	2637

Other funds holding HLNE

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Action Point Financial Planning's HLNE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Hamilton Lane (HLNE) in Q2 2026: 6 shares worth $473. The stake represents ﹤0.01% of the portfolio and ranks #2637 among its holdings.

377 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Action Point Financial Planning held 6 shares of Hamilton Lane worth $473 as of Q2 2026.
Hamilton Lane was a new Action Point Financial Planning position in Q2 2026.
Hamilton Lane made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2637 holding.
377 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.