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Summit Trail Advisors’s Hamilton Lane HLNE Stock Holding History

Summit Trail 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 		$477K Buy
6,055
+2,418
+66% +$215K 0.01% 1231
2026
Q1 		$362K Buy
3,637
+206
+6% +$25.3K 0.01% 1261
2025
Q4 		$462K Buy
3,431
+975
+40% +$123K 0.01% 1104
2025
Q3 		$331K Buy
+2,456
New +$370K ﹤0.01% 1178

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

Summit Trail Advisors's HLNE Position: Q2 2026 in Review

Summit Trail Advisors increased its Hamilton Lane (HLNE) stake by 66% in Q2 2026, buying an estimated $215K and bringing the position to 6,055 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1231.

Summit Trail Advisors first reported a position in HLNE in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Summit Trail Advisors held 6,055 shares of Hamilton Lane worth $477K as of Q2 2026.
  • Summit Trail Advisors bought 2,418 Hamilton Lane shares in Q2 2026, an estimated $215K.
  • Hamilton Lane made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1231 holding.
  • Summit Trail Advisors first reported a position in Hamilton Lane in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.