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TFC Financial Management’s Hamilton Lane HLNE Stock Holding History

TFC Financial Management’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
-1
Closed -$100 – 1060
2026
Q1 		$100 Hold
1
– – ﹤0.01% 873
2025
Q4 		$135 Hold
1
– – ﹤0.01% 823
2025
Q3 		$135 Hold
1
– – ﹤0.01% 848
2025
Q2 		$143 Hold
1
– – ﹤0.01% 834
2025
Q1 		$149 Hold
1
– – ﹤0.01% 768
2024
Q4 		$149 Hold
1
– – ﹤0.01% 776
2024
Q3 		$169 Hold
1
– – ﹤0.01% 765
2024
Q2 		$124 Buy
+1
New +$117 ﹤0.01% 780

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TFC Financial Management's HLNE Position: Q2 2026 in Review

TFC Financial Management sold out of Hamilton Lane (HLNE) in Q2 2026, closing a stake of 1 share — an estimated $100 sold.

TFC Financial Management first reported a position in HLNE in Q2 2024 and held it in 8 quarters. The position peaked at $169 in Q3 2024. 126 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • TFC Financial Management reported no remaining Hamilton Lane position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Hamilton Lane share in Q2 2026, an estimated $100.
  • TFC Financial Management first reported a position in Hamilton Lane in Q2 2024 and held it in 8 quarters.
  • TFC Financial Management's Hamilton Lane position peaked at $169 in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.