Jones Financial Companies
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Jones Financial Companies’s Hamilton Lane HLNE Stock Holding History

Jones Financial Companies’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 		$1.5M Buy
15,780
+15,681
+15,839% +$1.93M ﹤0.01% 1550
2025
Q4 		$13.3K Buy
99
+7
+8% +$880 ﹤0.01% 3107
2025
Q3 		$13K Buy
92
+5
+6% +$754 ﹤0.01% 2983
2025
Q2 		$12.5K Sell
87
-14
-14% -$2.11K ﹤0.01% 2787
2025
Q1 		$14.9K Sell
101
-3
-3% -$457 ﹤0.01% 2539
2024
Q4 		$15.4K Buy
104
+87
+512% +$15.5K ﹤0.01% 2356
2024
Q3 		$2.83K Buy
+17
New +$2.46K ﹤0.01% 2585

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T 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 $240B 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

Jones Financial Companies's HLNE Position: Q1 2026 in Review

Jones Financial Companies increased its Hamilton Lane (HLNE) stake by 15,839% in Q1 2026, buying an estimated $1.93M and bringing the position to 15,780 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Jones Financial Companies first reported a position in HLNE in Q3 2024 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Jones Financial Companies held 15,780 shares of Hamilton Lane worth $1.5M as of Q1 2026.
  • Jones Financial Companies bought 15,681 Hamilton Lane shares in Q1 2026, an estimated $1.93M.
  • Hamilton Lane made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1550 holding.
  • Jones Financial Companies first reported a position in Hamilton Lane in Q3 2024 and has held it in 7 quarters since.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.