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Sequoia Financial Advisors’s Hamilton Lane HLNE Stock Holding History

Sequoia Financial Advisors’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 		$288K Buy
+3,654
New +$325K ﹤0.01% 1701
2026
Q1 		– Sell
-3,414
Closed -$459K – 1993
2025
Q4 		$459K Buy
+3,414
New +$429K ﹤0.01% 1327

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

Sequoia Financial Advisors's HLNE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Hamilton Lane (HLNE) in Q2 2026: 3,654 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in HLNE as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in HLNE in Q4 2025 and has held it in 2 quarters since. The position peaked at $459K in Q4 2025. 380 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Sequoia Financial Advisors held 3,654 shares of Hamilton Lane worth $288K as of Q2 2026.
  • Hamilton Lane was a new Sequoia Financial Advisors position in Q2 2026.
  • Hamilton Lane made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1701 holding.
  • Sequoia Financial Advisors first reported a position in Hamilton Lane in Q4 2025 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Hamilton Lane position peaked at $459K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.