PCS
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Personal CFO Solutions’s Hamilton Lane HLNE Stock Holding History

Personal CFO Solutions’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 		– Sell
-2,186
Closed -$218K – 550
2026
Q1 		$218K Sell
2,186
-114
-5% -$14K 0.03% 482
2025
Q4 		$309K Buy
2,300
+61
+3% +$7.67K 0.05% 361
2025
Q3 		$302K Sell
2,239
-326
-13% -$49.2K 0.05% 348
2025
Q2 		$364K Sell
2,565
-562
-18% -$84.7K 0.07% 279
2025
Q1 		$465K Sell
3,127
-171
-5% -$26.1K 0.09% 220
2024
Q4 		$488K Sell
3,298
-380
-10% -$67.7K 0.1% 206
2024
Q3 		$619K Sell
3,678
-69
-2% -$9.99K 0.09% 218
2024
Q2 		$463K Sell
3,747
-135
-3% -$15.8K 0.07% 258
2024
Q1 		$438K Sell
3,882
-338
-8% -$38.2K 0.07% 287
2023
Q4 		$479K Buy
4,220
+196
+5% +$18.5K 0.08% 234
2023
Q3 		$364K Buy
4,024
+56
+1% +$4.99K 0.07% 279
2023
Q2 		$317K Buy
3,968
+81
+2% +$5.82K 0.06% 317
2023
Q1 		$288K Buy
3,887
+219
+6% +$16.2K 0.06% 323
2022
Q4 		$234K Sell
3,668
-62
-2% -$4.12K 0.05% 373
2022
Q3 		$222K Sell
3,730
-155
-4% -$11K 0.06% 339
2022
Q2 		$261K Sell
3,885
-17
-0.4% -$1.17K 0.06% 301
2022
Q1 		$302K Buy
3,902
+822
+27% +$68.5K 0.06% 323
2021
Q4 		$319K Buy
3,080
+120
+4% +$12.3K 0.06% 304
2021
Q3 		$251K Buy
+2,960
New +$265K 0.05% 356

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

Personal CFO Solutions's HLNE Position: Q2 2026 in Review

Personal CFO Solutions sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 2,186 shares — an estimated $218K sold.

Personal CFO Solutions first reported a position in HLNE in Q3 2021 and held it in 19 quarters. The position peaked at $619K in Q3 2024. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Personal CFO Solutions reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 2,186 Hamilton Lane shares in Q2 2026, an estimated $218K.
  • Personal CFO Solutions first reported a position in Hamilton Lane in Q3 2021 and held it in 19 quarters.
  • Personal CFO Solutions's Hamilton Lane position peaked at $619K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.