Crossmark Global Holdings’s Hamilton Lane HLNE Stock Holding History

Crossmark Global Holdings’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	$216K	Buy	2,737 +146	+6%	+$13K	﹤0.01%	1203
2026 Q1	$258K	Buy	2,591 +65	+3%	+$7.98K	﹤0.01%	1083
2025 Q4	$339K	Sell	2,526 -109	-4%	-$13.7K	﹤0.01%	984
2025 Q3	$355K	Buy	2,635 +160	+6%	+$24.1K	0.01%	1027
2025 Q2	$352K	Sell	2,475 -10	-0.4%	-$1.51K	0.01%	1028
2025 Q1	$369K	Sell	2,485 -28	-1%	-$4.27K	0.01%	989
2024 Q4	$372K	Buy	2,513 +741	+42%	+$132K	0.01%	961
2024 Q3	$299K	Buy	+1,772	New	+$257K	0.01%	1075

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings's HLNE Position: Q2 2026 in Review

Crossmark Global Holdings increased its Hamilton Lane (HLNE) stake by 5.6% in Q2 2026, buying an estimated $13K and bringing the position to 2,737 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Crossmark Global Holdings first reported a position in HLNE in Q3 2024 and has held it in 8 quarters since. The position peaked at $372K in Q4 2024. 66 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Crossmark Global Holdings held 2,737 shares of Hamilton Lane worth $216K as of Q2 2026.
Crossmark Global Holdings bought 146 Hamilton Lane shares in Q2 2026, an estimated $13K.
Hamilton Lane made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1203 holding.
Crossmark Global Holdings first reported a position in Hamilton Lane in Q3 2024 and has held it in 8 quarters since.
Crossmark Global Holdings's Hamilton Lane position peaked at $372K in Q4 2024.
66 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.