IA
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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
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 – 3854
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 $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return