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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transamerica Financial Advisors's HLNE Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Hamilton Lane (HLNE) stake by 61% in Q1 2026, buying an estimated $4.42K and bringing the position to 95 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Transamerica Financial Advisors first reported a position in HLNE in Q3 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold HLNE as of Q1 2026.

  • Transamerica Financial Advisors held 95 shares of Hamilton Lane worth $9.56K as of Q1 2026.
  • Transamerica Financial Advisors bought 36 Hamilton Lane shares in Q1 2026, an estimated $4.42K.
  • Hamilton Lane made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #933 holding.
  • Transamerica Financial Advisors first reported a position in Hamilton Lane in Q3 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.