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
Q3 		$664K Buy
7,650
+338
+5% +$31.5K ﹤0.01% 2029
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% 3807
2022
Q1 		$7K Buy
+90
New +$7.5K ﹤0.01% 3963

Other funds holding HLNE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

CAPTRUST Financial Advisors's HLNE Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Hamilton Lane (HLNE) stake by 4.6% in Q3 2026, buying an estimated $31.5K and bringing the position to 7,650 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

CAPTRUST Financial Advisors first reported a position in HLNE in Q1 2022 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • CAPTRUST Financial Advisors held 7,650 shares of Hamilton Lane worth $664K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 338 Hamilton Lane shares in Q3 2026, an estimated $31.5K.
  • Hamilton Lane made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2029 holding.
  • CAPTRUST Financial Advisors first reported a position in Hamilton Lane in Q1 2022 and has held it in 5 quarters since.
  • 256 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.