Merit Financial Group’s Hamilton Lane HLNE Stock Holding History

Merit 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	$325K	Buy	+4,126	New	+$367K	﹤0.01%	1769
2026 Q1	–	Sell	-1,667	Closed	-$224K	–	2161
2025 Q4	$224K	Sell	1,667 -175	-10%	-$22K	﹤0.01%	1754
2025 Q3	$248K	Buy	1,842 +17	+0.9%	+$2.56K	﹤0.01%	1545
2025 Q2	$259K	Buy	+1,825	New	+$275K	﹤0.01%	1414

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

Merit Financial Group opened a new position in Hamilton Lane (HLNE) in Q2 2026: 4,126 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in HLNE as recently as Q4 2025.

Merit Financial Group first reported a position in HLNE in Q2 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

Merit Financial Group held 4,126 shares of Hamilton Lane worth $325K as of Q2 2026.
Hamilton Lane was a new Merit Financial Group position in Q2 2026.
Hamilton Lane made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1769 holding.
Merit Financial Group first reported a position in Hamilton Lane in Q2 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.