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Farther Finance Advisors’s Hamilton Lane HLNE Stock Holding History

Farther Finance 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 		$1.04M Buy
11,918
+4,120
+53% +$384K 0.01% 1112
2026
Q2 		$614K Buy
7,798
+6,317
+427% +$562K ﹤0.01% 1403
2026
Q1 		$144K Buy
1,481
+266
+22% +$32.7K ﹤0.01% 2254
2025
Q4 		$163K Buy
1,215
+1,048
+628% +$132K ﹤0.01% 2044
2025
Q3 		$22.5K Buy
167
+101
+153% +$15.2K ﹤0.01% 2969
2025
Q2 		$9.32K Sell
66
-1
-1% -$151 ﹤0.01% 3109
2025
Q1 		$10.2K Sell
67
-232
-78% -$35.4K ﹤0.01% 2726
2024
Q4 		$44.3K Buy
299
+221
+283% +$39.4K ﹤0.01% 1723
2024
Q3 		$13.2K Buy
78
+2
+3% +$290 ﹤0.01% 2254
2024
Q2 		$9.36K Buy
76
+55
+262% +$6.43K ﹤0.01% 2114
2024
Q1 		$2.34K Hold
21
– – ﹤0.01% 2424
2023
Q4 		$2.38K Buy
+21
New +$1.99K ﹤0.01% 2358

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's HLNE Position: Q3 2026 in Review

Farther Finance Advisors increased its Hamilton Lane (HLNE) stake by 53% in Q3 2026, buying an estimated $384K and bringing the position to 11,918 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1112.

Farther Finance Advisors first reported a position in HLNE in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • Farther Finance Advisors held 11,918 shares of Hamilton Lane worth $1.04M as of Q3 2026.
  • Farther Finance Advisors bought 4,120 Hamilton Lane shares in Q3 2026, an estimated $384K.
  • Hamilton Lane made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1112 holding.
  • Farther Finance Advisors first reported a position in Hamilton Lane in Q4 2023 and has held it in 12 quarters since.
  • 17 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.