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JNBA Financial Advisors’s Hamilton Lane HLNE Stock Holding History

JNBA Financial 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 		– Sell
-45
Closed -$4.47K – 859
2026
Q1 		$4.47K Buy
+45
New +$5.53K ﹤0.01% 611
2024
Q1 		– Sell
-15
Closed -$1.7K – 695
2023
Q4 		$1.7K Hold
15
– – ﹤0.01% 624
2023
Q3 		$1.36K Hold
15
– – ﹤0.01% 647
2023
Q2 		$1.2K Hold
15
– – ﹤0.01% 645
2023
Q1 		$1.11K Buy
+15
New +$1.11K ﹤0.01% 652

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

JNBA Financial Advisors's HLNE Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 45 shares — an estimated $4.47K sold.

JNBA Financial Advisors first reported a position in HLNE in Q1 2023 and held it in 5 quarters. The position peaked at $4.47K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 45 Hamilton Lane shares in Q2 2026, an estimated $4.47K.
  • JNBA Financial Advisors first reported a position in Hamilton Lane in Q1 2023 and held it in 5 quarters.
  • JNBA Financial Advisors's Hamilton Lane position peaked at $4.47K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.