Janney Montgomery Scott
HLNE icon

Janney Montgomery Scott’s Hamilton Lane HLNE Stock Holding History

Janney Montgomery Scott’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 		$2.18M Sell
27,637
-9,601
-26% -$854K ﹤0.01% 1430
2026
Q1 		$3.7M Buy
37,238
+14,678
+65% +$1.8M 0.01% 995
2025
Q4 		$3.03M Sell
22,560
-70,891
-76% -$8.91M 0.01% 1142
2025
Q3 		$12.6M Sell
93,451
-9,909
-10% -$1.49M 0.03% 511
2025
Q2 		$14.7M Buy
103,360
+98,744
+2,139% +$14.9M 0.04% 418
2025
Q1 		$686K Buy
4,616
+433
+10% +$66K ﹤0.01% 1780
2024
Q4 		$619K Sell
4,183
-631
-13% -$112K ﹤0.01% 1861
2024
Q3 		$811K Buy
4,814
+168
+4% +$24.3K ﹤0.01% 1642
2024
Q2 		$574K Buy
4,646
+124
+3% +$14.5K ﹤0.01% 1784
2024
Q1 		$510K Buy
4,522
+571
+14% +$64.5K ﹤0.01% 1990
2023
Q4 		$448K Sell
3,951
-99
-2% -$9.36K ﹤0.01% 1987
2023
Q3 		$366K Sell
4,050
-194
-5% -$17.3K ﹤0.01% 1998
2023
Q2 		$339K Buy
+4,244
New +$305K ﹤0.01% 2162

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

Janney Montgomery Scott's HLNE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Hamilton Lane (HLNE) stake by 26% in Q2 2026, selling an estimated $854K and leaving 27,637 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Janney Montgomery Scott first reported a position in HLNE in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.7M in Q2 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Janney Montgomery Scott held 27,637 shares of Hamilton Lane worth $2.18M as of Q2 2026.
  • Janney Montgomery Scott sold 9,601 Hamilton Lane shares in Q2 2026, an estimated $854K.
  • Hamilton Lane made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1430 holding.
  • Janney Montgomery Scott first reported a position in Hamilton Lane in Q2 2023 and has held it in 13 quarters since.
  • Janney Montgomery Scott's Hamilton Lane position peaked at $14.7M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.