Bank of Montreal
HLNE icon

Bank of Montreal’s Hamilton Lane HLNE Stock Holding History

Bank of Montreal’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 		$840K Buy
10,656
+7,264
+214% +$646K ﹤0.01% 2178
2026
Q1 		$337K Sell
3,392
-635
-16% -$78K ﹤0.01% 2600
2025
Q4 		$541K Sell
4,027
-3,771
-48% -$474K ﹤0.01% 2274
2025
Q3 		$1.05M Buy
7,798
+190
+2% +$28.7K ﹤0.01% 1948
2025
Q2 		$1.08M Sell
7,608
-67
-0.9% -$10.1K ﹤0.01% 1869
2025
Q1 		$1.14M Buy
7,675
+3,504
+84% +$534K ﹤0.01% 1755
2024
Q4 		$618K Buy
4,171
+605
+17% +$108K ﹤0.01% 2108
2024
Q3 		$594K Buy
+3,566
New +$516K ﹤0.01% 2302
2022
Q3 		– Sell
-3,761
Closed -$263 – 4210
2022
Q2 		$263 Buy
+3,761
New +$259K ﹤0.01% 3088
2021
Q2 		– Sell
-913
Closed -$85K – 4208
2021
Q1 		$85K Sell
913
-4,079
-82% -$345K ﹤0.01% 3469
2020
Q4 		$404K Buy
4,992
+3,548
+246% +$257K ﹤0.01% 2831
2020
Q3 		$97K Sell
1,444
-459
-24% -$31.4K ﹤0.01% 3091
2020
Q2 		$129K Buy
+1,903
New +$120K ﹤0.01% 2962
2020
Q1 		– Sell
-2,893
Closed -$173K – 4341
2019
Q4 		$173K Buy
2,893
+868
+43% +$50.1K ﹤0.01% 3239
2019
Q3 		$116K Buy
2,025
+97
+5% +$5.7K ﹤0.01% 3217
2019
Q2 		$110K Buy
+1,928
New +$96.8K ﹤0.01% 3274
2019
Q1 		– Sell
-2,235
Closed -$83K – 4503
2018
Q4 		$83K Buy
2,235
+332
+17% +$12.4K ﹤0.01% 3046
2018
Q3 		$85K Buy
1,903
+1,797
+1,695% +$86.4K ﹤0.01% 3168
2018
Q2 		$5K Buy
+106
New +$4.66K ﹤0.01% 4126

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Bank of Montreal's HLNE Position: Q2 2026 in Review

Bank of Montreal increased its Hamilton Lane (HLNE) stake by 214% in Q2 2026, buying an estimated $646K and bringing the position to 10,656 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Bank of Montreal first reported a position in HLNE in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2025. 353 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Bank of Montreal held 10,656 shares of Hamilton Lane worth $840K as of Q2 2026.
  • Bank of Montreal bought 7,264 Hamilton Lane shares in Q2 2026, an estimated $646K.
  • Hamilton Lane made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2178 holding.
  • Bank of Montreal first reported a position in Hamilton Lane in Q2 2018 and has held it in 19 quarters since.
  • Bank of Montreal's Hamilton Lane position peaked at $1.14M in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.