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
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 $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return