Mather Group’s Hamilton Lane HLNE Stock Holding History

Mather 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 Q3	–	Sell	-25	Closed	-$1.97K	–	2280
2026 Q2	$1.97K	Hold	25	–	–	﹤0.01%	1739
2026 Q1	$2.48K	Buy	+25	New	+$3.07K	﹤0.01%	1669
2025 Q4	–	Sell	-25	Closed	-$3.37K	–	1072
2025 Q3	$3.37K	Buy	+25	New	+$3.77K	﹤0.01%	1471
2025 Q2	–	Sell	-38	Closed	-$5.65K	–	1084
2025 Q1	$5.65K	Hold	38	–	–	﹤0.01%	1384
2024 Q4	$5.63K	Buy	+38	New	+$6.77K	﹤0.01%	1359
2024 Q2	–	Sell	-81	Closed	-$9.19K	–	2241
2024 Q1	$9.19K	Buy	+81	New	+$9.15K	﹤0.01%	1217

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's HLNE Position: Q3 2026 in Review

Mather Group sold out of Hamilton Lane (HLNE) in Q3 2026, closing a stake of 25 shares — an estimated $1.97K sold.

Mather Group first reported a position in HLNE in Q1 2024 and held it in 6 quarters. The position peaked at $9.19K in Q1 2024. 66 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

Mather Group reported no remaining Hamilton Lane position as of Q3 2026 after selling out during the quarter.
Mather Group sold 25 Hamilton Lane shares in Q3 2026, an estimated $1.97K.
Mather Group first reported a position in Hamilton Lane in Q1 2024 and held it in 6 quarters.
Mather Group's Hamilton Lane position peaked at $9.19K in Q1 2024.
66 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.