CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Hamilton Lane HLNE Stock Holding History

CAPTRUST Financial Advisors’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 		$576K Buy
+7,312
New +$650K ﹤0.01% 2074
2026
Q1 		– Sell
-1,848
Closed -$248K – 3080
2025
Q4 		$248K Buy
+1,848
New +$232K ﹤0.01% 2381
2022
Q3 		– Sell
-136
Closed -$9K – 2940
2022
Q2 		$9K Buy
136
+46
+51% +$3.17K ﹤0.01% 3808
2022
Q1 		$7K Buy
+90
New +$7.5K ﹤0.01% 3964

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 40.89% 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

CAPTRUST Financial Advisors's HLNE Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Hamilton Lane (HLNE) in Q2 2026: 7,312 shares worth $576K. The stake represents ﹤0.01% of the portfolio and ranks #2074 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in HLNE as recently as Q4 2025.

CAPTRUST Financial Advisors first reported a position in HLNE in Q1 2022 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,312 shares of Hamilton Lane worth $576K as of Q2 2026.
  • Hamilton Lane was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2074 holding.
  • CAPTRUST Financial Advisors first reported a position in Hamilton Lane in Q1 2022 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.