CIBC Private Wealth Group
HLNE icon

CIBC Private Wealth Group’s Hamilton Lane HLNE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$19.7K Buy
147
+65
+79% +$8.17K ﹤0.01% 2169
2025
Q3 		$11.1K Buy
82
+52
+173% +$7.84K ﹤0.01% 2352
2025
Q2 		$4.26K Sell
30
-20
-40% -$3.02K ﹤0.01% 2485
2025
Q1 		$6.33K Buy
50
+20
+67% +$3.05K ﹤0.01% 2390
2024
Q4 		$4.44K Hold
30
– – ﹤0.01% 2503
2024
Q3 		$5.05K Hold
30
– – ﹤0.01% 2585
2024
Q2 		$3.78K Sell
30
-36
-55% -$4.21K ﹤0.01% 2601
2024
Q1 		$7.34K Buy
+66
New +$7.45K ﹤0.01% 2389

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CIBC Private Wealth Group's HLNE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Hamilton Lane (HLNE) stake by 79% in Q4 2025, buying an estimated $8.17K and bringing the position to 147 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

CIBC Private Wealth Group first reported a position in HLNE in Q1 2024 and has held it in 8 quarters since. 387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

  • CIBC Private Wealth Group held 147 shares of Hamilton Lane worth $19.7K as of Q4 2025.
  • CIBC Private Wealth Group bought 65 Hamilton Lane shares in Q4 2025, an estimated $8.17K.
  • Hamilton Lane made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2169 holding.
  • CIBC Private Wealth Group first reported a position in Hamilton Lane in Q1 2024 and has held it in 8 quarters since.
  • 387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.