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IFP Advisors’s Hamilton Lane HLNE Stock Holding History

IFP 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
Q2 		$33K Buy
419
+322
+332% +$28.6K ﹤0.01% 2653
2026
Q1 		$9.64K Sell
97
-64
-40% -$7.86K ﹤0.01% 3164
2025
Q4 		$21.6K Buy
161
+26
+19% +$3.27K ﹤0.01% 2690
2025
Q3 		$18.2K Sell
135
-876
-87% -$132K ﹤0.01% 2623
2025
Q2 		$144K Buy
1,011
+80
+9% +$12.1K ﹤0.01% 1433
2025
Q1 		$138K Buy
931
+21
+2% +$3.2K ﹤0.01% 1347
2024
Q4 		$135K Buy
910
+36
+4% +$6.42K ﹤0.01% 1318
2024
Q3 		$147K Buy
874
+90
+11% +$13K 0.01% 1234
2024
Q2 		$96.9K Sell
784
-8
-1% -$935 ﹤0.01% 1385
2024
Q1 		$89.3K Buy
+792
New +$89.4K ﹤0.01% 1341
2023
Q1 		– Sell
-98
Closed -$7K – 3853
2022
Q4 		$7K Sell
98
-34
-26% -$2.26K ﹤0.01% 3602
2022
Q3 		$8K Hold
132
– – ﹤0.01% 3777
2022
Q2 		$8K Hold
132
– – ﹤0.01% 3529
2022
Q1 		$8K Buy
+132
New +$11K ﹤0.01% 3528

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IFP Advisors's HLNE Position: Q2 2026 in Review

IFP Advisors increased its Hamilton Lane (HLNE) stake by 332% in Q2 2026, buying an estimated $28.6K and bringing the position to 419 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

IFP Advisors first reported a position in HLNE in Q1 2022 and has held it in 14 quarters since. The position peaked at $147K in Q3 2024. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • IFP Advisors held 419 shares of Hamilton Lane worth $33K as of Q2 2026.
  • IFP Advisors bought 322 Hamilton Lane shares in Q2 2026, an estimated $28.6K.
  • Hamilton Lane made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2653 holding.
  • IFP Advisors first reported a position in Hamilton Lane in Q1 2022 and has held it in 14 quarters since.
  • IFP Advisors's Hamilton Lane position peaked at $147K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.