RFP
HLNE icon

Root Financial Partners’s Hamilton Lane HLNE Stock Holding History

Root Financial Partners’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
-25
Closed -$2.48K – 1625
2026
Q1 		$2.48K Sell
25
-27
-52% -$3.31K ﹤0.01% 2220
2025
Q4 		$6.98K Sell
52
-16
-24% -$2.01K ﹤0.01% 1649
2025
Q3 		$9.17K Buy
+68
New +$10.3K ﹤0.01% 1485

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

Root Financial Partners's HLNE Position: Q2 2026 in Review

Root Financial Partners sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 25 shares — an estimated $2.48K sold.

Root Financial Partners first reported a position in HLNE in Q3 2025 and held it in 3 quarters. The position peaked at $9.17K in Q3 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Root Financial Partners reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Hamilton Lane shares in Q2 2026, an estimated $2.48K.
  • Root Financial Partners first reported a position in Hamilton Lane in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hamilton Lane position peaked at $9.17K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.