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Allworth Financial’s Hamilton Lane HLNE Stock Holding History

Allworth Financial’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 		$92.3K Buy
1,171
+1,002
+593% +$89.1K ﹤0.01% 1990
2026
Q1 		$16.8K Sell
169
-2
-1% -$246 ﹤0.01% 3117
2025
Q4 		$23K Buy
171
+58
+51% +$7.29K ﹤0.01% 2723
2025
Q3 		$15.2K Buy
113
+88
+352% +$13.3K ﹤0.01% 2874
2025
Q2 		$3.55K Hold
25
– – ﹤0.01% 3451
2025
Q1 		$3.7K Hold
25
– – ﹤0.01% 2926
2024
Q4 		$4K Hold
25
– – ﹤0.01% 2861
2024
Q3 		$4.21K Buy
25
+2
+9% +$290 ﹤0.01% 2643
2024
Q2 		$3.22K Sell
23
-14
-38% -$1.64K ﹤0.01% 2711
2024
Q1 		$4.17K Buy
37
+11
+42% +$1.24K ﹤0.01% 2484
2023
Q4 		$2.95K Buy
26
+8
+44% +$757 ﹤0.01% 2500
2023
Q3 		$1.63K Hold
18
– – ﹤0.01% 2639
2023
Q2 		$1.44K Hold
18
– – ﹤0.01% 2614
2023
Q1 		$1.33K Hold
18
– – ﹤0.01% 2563
2022
Q4 		$1.15K Buy
18
+14
+350% +$931 ﹤0.01% 2428
2022
Q3 		$0 Sell
4
-8
-67% -$565 ﹤0.01% 2843
2022
Q2 		$1K Sell
12
-2
-14% -$138 ﹤0.01% 2168
2022
Q1 		$1K Sell
14
-114
-89% -$9.5K ﹤0.01% 1943
2021
Q4 		$13K Hold
128
– – ﹤0.01% 1289
2021
Q3 		$11K Buy
+128
New +$11.5K ﹤0.01% 1281

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allworth Financial's HLNE Position: Q2 2026 in Review

Allworth Financial increased its Hamilton Lane (HLNE) stake by 593% in Q2 2026, buying an estimated $89.1K and bringing the position to 1,171 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Allworth Financial first reported a position in HLNE in Q3 2021 and has held it in 20 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Allworth Financial held 1,171 shares of Hamilton Lane worth $92.3K as of Q2 2026.
  • Allworth Financial bought 1,002 Hamilton Lane shares in Q2 2026, an estimated $89.1K.
  • Hamilton Lane made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1990 holding.
  • Allworth Financial first reported a position in Hamilton Lane in Q3 2021 and has held it in 20 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.