JWA
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JFS Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

JFS Wealth 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 		$949 Sell
12
-6
-33% -$533 ﹤0.01% 1824
2026
Q1 		$1.79K Sell
18
-3
-14% -$368 ﹤0.01% 1537
2025
Q4 		$2.82K Buy
21
+6
+40% +$754 ﹤0.01% 1440
2025
Q3 		$2.02K Sell
15
-1
-6% -$151 ﹤0.01% 1439
2025
Q2 		$2.27K Sell
16
-2
-11% -$301 ﹤0.01% 1358
2025
Q1 		$2.68K Hold
18
– – ﹤0.01% 1357
2024
Q4 		$2.67K Buy
18
+3
+20% +$535 ﹤0.01% 1362
2024
Q3 		$2.53K Buy
15
+1
+7% +$145 ﹤0.01% 1391
2024
Q2 		$1.73K Hold
14
– – ﹤0.01% 1496
2024
Q1 		$1.58K Hold
14
– – ﹤0.01% 1527
2023
Q4 		$1.59K Sell
14
-2
-13% -$189 ﹤0.01% 1524
2023
Q3 		$1.45K Buy
16
+4
+33% +$356 ﹤0.01% 1487
2023
Q2 		$960 Hold
12
– – ﹤0.01% 1622
2023
Q1 		$888 Sell
12
-4
-25% -$296 ﹤0.01% 1612
2022
Q4 		$1.02K Hold
16
– – ﹤0.01% 1595
2022
Q3 		$1K Buy
16
+9
+129% +$636 ﹤0.01% 1561
2022
Q2 		$0 Sell
7
-5
-42% -$345 ﹤0.01% 1823
2022
Q1 		$1K Buy
12
+7
+140% +$584 ﹤0.01% 1650
2021
Q4 		$1K Buy
+5
New +$513 ﹤0.01% 1394

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

JFS Wealth Advisors's HLNE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Hamilton Lane (HLNE) stake by 33% in Q2 2026, selling an estimated $533 and leaving 12 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

JFS Wealth Advisors first reported a position in HLNE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.82K in Q4 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of Hamilton Lane worth $949 as of Q2 2026.
  • JFS Wealth Advisors sold 6 Hamilton Lane shares in Q2 2026, an estimated $533.
  • Hamilton Lane made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1824 holding.
  • JFS Wealth Advisors first reported a position in Hamilton Lane in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Hamilton Lane position peaked at $2.82K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.