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MB, Levis & Associates’s Hamilton Lane HLNE Stock Holding History

MB, Levis & Associates’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 		$56.9K Hold
722
– – 0.02% 100
2026
Q1 		$71.8K Hold
722
– – 0.03% 93
2025
Q4 		$97K Hold
722
– – 0.04% 82
2025
Q3 		$97.3K Buy
+722
New +$109K 0.04% 80

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

MB, Levis & Associates's HLNE Position: Q2 2026 in Review

MB, Levis & Associates held its Hamilton Lane (HLNE) position steady in Q2 2026 at 722 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #100.

MB, Levis & Associates first reported a position in HLNE in Q3 2025 and has held it in 4 quarters since. The position peaked at $97.3K in Q3 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • MB, Levis & Associates held 722 shares of Hamilton Lane worth $56.9K as of Q2 2026.
  • MB, Levis & Associates left its Hamilton Lane share count unchanged in Q2 2026.
  • Hamilton Lane made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #100 holding.
  • MB, Levis & Associates first reported a position in Hamilton Lane in Q3 2025 and has held it in 4 quarters since.
  • MB, Levis & Associates's Hamilton Lane position peaked at $97.3K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.