SageView Advisory Group’s Hamilton Lane HLNE Stock Holding History

SageView Advisory 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
2025 Q4	$14.2K	Buy	+106	New	+$13.3K	﹤0.01%	1582

Other funds holding HLNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SageView Advisory Group's HLNE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Hamilton Lane (HLNE) in Q4 2025: 106 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings.

387 funds tracked by Wall St. Rank hold HLNE as of Q4 2025.

SageView Advisory Group held 106 shares of Hamilton Lane worth $14.2K as of Q4 2025.
Hamilton Lane was a new SageView Advisory Group position in Q4 2025.
Hamilton Lane made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1582 holding.
387 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.