TFA
HLNE icon

Transamerica Financial Advisors’s Hamilton Lane HLNE Stock Holding History

Transamerica 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 		$8.83K Buy
111
+16
+17% +$1.42K ﹤0.01% 1015
2026
Q1 		$9.56K Buy
95
+36
+61% +$4.42K ﹤0.01% 933
2025
Q4 		$7.99K Buy
59
+23
+64% +$2.89K ﹤0.01% 885
2025
Q3 		$4.75K Buy
+36
New +$5.43K ﹤0.01% 879

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 $3.38T AUM 44.17% 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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

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

Transamerica Financial Advisors increased its Hamilton Lane (HLNE) stake by 17% in Q2 2026, buying an estimated $1.42K and bringing the position to 111 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Transamerica Financial Advisors first reported a position in HLNE in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.56K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Transamerica Financial Advisors held 111 shares of Hamilton Lane worth $8.83K as of Q2 2026.
  • Transamerica Financial Advisors bought 16 Hamilton Lane shares in Q2 2026, an estimated $1.42K.
  • Hamilton Lane made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1015 holding.
  • Transamerica Financial Advisors first reported a position in Hamilton Lane in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Hamilton Lane position peaked at $9.56K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

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