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Pinnacle Wealth Planning Services’s Hamilton Lane HLNE Stock Holding History

Pinnacle Wealth Planning Services’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 		$867 Buy
11
+3
+38% +$267 ﹤0.01% 2597
2026
Q1 		$795 Buy
+8
New +$982 ﹤0.01% 2583
2021
Q1 		– Sell
-24
Closed -$2K – 1044
2020
Q4 		$2K Buy
+24
New +$1.74K ﹤0.01% 1933

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 40.89% 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

Pinnacle Wealth Planning Services's HLNE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hamilton Lane (HLNE) stake by 38% in Q2 2026, buying an estimated $267 and bringing the position to 11 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Pinnacle Wealth Planning Services first reported a position in HLNE in Q4 2020 and has held it in 3 quarters since. The position peaked at $2K in Q4 2020. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11 shares of Hamilton Lane worth $867 as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Hamilton Lane shares in Q2 2026, an estimated $267.
  • Hamilton Lane made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2597 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hamilton Lane in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Hamilton Lane position peaked at $2K in Q4 2020.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.