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Farmers & Merchants Investments Inc’s Hamilton Lane HLNE Stock Holding History

Farmers & Merchants Investments Inc’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 		$2.76K Hold
35
– – ﹤0.01% 1175
2026
Q1 		$3.48K Hold
35
– – ﹤0.01% 1090
2025
Q4 		$4.7K Hold
35
– – ﹤0.01% 990
2025
Q3 		$4.72K Buy
35
+2
+6% +$302 ﹤0.01% 995
2025
Q2 		$4.69K Buy
33
+12
+57% +$1.81K ﹤0.01% 964
2025
Q1 		$3.12K Buy
+21
New +$3.2K ﹤0.01% 1063

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Farmers & Merchants Investments Inc's HLNE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Hamilton Lane (HLNE) position steady in Q2 2026 at 35 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Farmers & Merchants Investments Inc first reported a position in HLNE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.72K in Q3 2025. 198 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Farmers & Merchants Investments Inc held 35 shares of Hamilton Lane worth $2.76K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Hamilton Lane share count unchanged in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1175 holding.
  • Farmers & Merchants Investments Inc first reported a position in Hamilton Lane in Q1 2025 and has held it in 6 quarters since.
  • Farmers & Merchants Investments Inc's Hamilton Lane position peaked at $4.72K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.