Stifel Financial
HLNE icon

Stifel Financial’s Hamilton Lane HLNE Stock Holding History

Stifel Financial’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 		$8.36M Sell
106,043
-7,110
-6% -$632K 0.01% 1122
2026
Q1 		$11.2M Buy
113,153
+35,248
+45% +$4.33M 0.01% 893
2025
Q4 		$10.5M Sell
77,905
-11,259
-13% -$1.42M 0.01% 933
2025
Q3 		$12M Sell
89,164
-2,652
-3% -$400K 0.01% 858
2025
Q2 		$13M Buy
91,816
+50,691
+123% +$7.64M 0.01% 774
2025
Q1 		$6.11M Buy
41,125
+1,339
+3% +$204K 0.01% 1075
2024
Q4 		$5.89M Sell
39,786
-741
-2% -$132K 0.01% 1121
2024
Q3 		$6.82M Buy
40,527
+2,867
+8% +$415K 0.01% 1034
2024
Q2 		$4.65M Buy
37,660
+2,304
+7% +$269K 0.01% 1184
2024
Q1 		$3.99M Buy
35,356
+3,087
+10% +$349K ﹤0.01% 1280
2023
Q4 		$3.66M Buy
32,269
+1,378
+4% +$130K ﹤0.01% 1288
2023
Q3 		$2.79M Buy
30,891
+1,572
+5% +$140K ﹤0.01% 1371
2023
Q2 		$2.34M Buy
29,319
+3,602
+14% +$259K ﹤0.01% 1510
2023
Q1 		$1.9M Buy
25,717
+1,739
+7% +$128K ﹤0.01% 1599
2022
Q4 		$1.53M Buy
23,978
+60
+0.3% +$3.99K ﹤0.01% 1713
2022
Q3 		$1.43M Buy
23,918
+2,174
+10% +$154K ﹤0.01% 1696
2022
Q2 		$1.46M Buy
21,744
+3,936
+22% +$271K ﹤0.01% 1721
2022
Q1 		$1.38M Buy
17,808
+4,133
+30% +$345K ﹤0.01% 1889
2021
Q4 		$1.42M Buy
13,675
+1,567
+13% +$161K ﹤0.01% 1863
2021
Q3 		$1.03M Buy
12,108
+3,010
+33% +$269K ﹤0.01% 2084
2021
Q2 		$829K Buy
9,098
+2,782
+44% +$252K ﹤0.01% 2242
2021
Q1 		$559K Buy
+6,316
New +$534K ﹤0.01% 2409
2018
Q2 		– Sell
-12,358
Closed -$461K – 2747
2018
Q1 		$461K Buy
+12,358
New +$455K ﹤0.01% 2021

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

Stifel Financial's HLNE Position: Q2 2026 in Review

Stifel Financial reduced its Hamilton Lane (HLNE) stake by 6.3% in Q2 2026, selling an estimated $632K and leaving 106,043 shares worth $8.36M. The position accounts for 0.01% of the portfolio, ranked #1122.

Stifel Financial first reported a position in HLNE in Q1 2018 and has held it in 23 quarters since. The position peaked at $13M in Q2 2025. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Stifel Financial held 106,043 shares of Hamilton Lane worth $8.36M as of Q2 2026.
  • Stifel Financial sold 7,110 Hamilton Lane shares in Q2 2026, an estimated $632K.
  • Hamilton Lane made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1122 holding.
  • Stifel Financial first reported a position in Hamilton Lane in Q1 2018 and has held it in 23 quarters since.
  • Stifel Financial's Hamilton Lane position peaked at $13M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.