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WhitTier Trust Company’s Hamilton Lane HLNE Stock Holding History

WhitTier Trust Company’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 		$35.3K Sell
438
-40
-8% -$3.56K ﹤0.01% 811
2026
Q1 		$45.6K Buy
478
+63
+15% +$7.74K ﹤0.01% 738
2025
Q4 		$60.9K Buy
415
+90
+28% +$11.3K ﹤0.01% 680
2025
Q3 		$41.5K Hold
325
– – ﹤0.01% 735
2025
Q2 		$46.2K Buy
325
+104
+47% +$15.7K ﹤0.01% 806
2025
Q1 		$32.9K Buy
+221
New +$33.7K ﹤0.01% 863

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

WhitTier Trust Company's HLNE Position: Q2 2026 in Review

WhitTier Trust Company reduced its Hamilton Lane (HLNE) stake by 8.4% in Q2 2026, selling an estimated $3.56K and leaving 438 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

WhitTier Trust Company first reported a position in HLNE in Q1 2025 and has held it in 6 quarters since. The position peaked at $60.9K in Q4 2025. 381 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • WhitTier Trust Company held 438 shares of Hamilton Lane worth $35.3K as of Q2 2026.
  • WhitTier Trust Company sold 40 Hamilton Lane shares in Q2 2026, an estimated $3.56K.
  • Hamilton Lane made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #811 holding.
  • WhitTier Trust Company first reported a position in Hamilton Lane in Q1 2025 and has held it in 6 quarters since.
  • WhitTier Trust Company's Hamilton Lane position peaked at $60.9K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.