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Larson Financial Group’s Hamilton Lane HLNE Stock Holding History

Larson Financial Group’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 		$21.8K Buy
277
+245
+766% +$21.8K ﹤0.01% 1960
2026
Q1 		$3.18K Buy
32
+3
+10% +$368 ﹤0.01% 2801
2025
Q4 		$3.9K Hold
29
– – ﹤0.01% 2556
2025
Q3 		$3.91K Buy
29
+7
+32% +$1.06K ﹤0.01% 2441
2025
Q2 		$3.13K Sell
22
-18
-45% -$2.71K ﹤0.01% 2262
2025
Q1 		$5.95K Buy
40
+28
+233% +$4.27K ﹤0.01% 1836
2024
Q4 		$1.78K Hold
12
– – ﹤0.01% 1912
2024
Q3 		$2.02K Buy
+12
New +$1.74K ﹤0.01% 1853

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

Larson Financial Group's HLNE Position: Q2 2026 in Review

Larson Financial Group increased its Hamilton Lane (HLNE) stake by 766% in Q2 2026, buying an estimated $21.8K and bringing the position to 277 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Larson Financial Group first reported a position in HLNE in Q3 2024 and has held it in 8 quarters since. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Larson Financial Group held 277 shares of Hamilton Lane worth $21.8K as of Q2 2026.
  • Larson Financial Group bought 245 Hamilton Lane shares in Q2 2026, an estimated $21.8K.
  • Hamilton Lane made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1960 holding.
  • Larson Financial Group first reported a position in Hamilton Lane in Q3 2024 and has held it in 8 quarters since.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.