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James T. Borello RIA’s Hamilton Lane HLNE Stock Holding History

James T. Borello RIA’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
Q3 		$174 Hold
2
– – ﹤0.01% 1140
2026
Q2 		$158 Sell
2
-75
-97% -$6.67K ﹤0.01% 1152
2026
Q1 		$7.65K Buy
77
+75
+3,750% +$9.21K ﹤0.01% 639
2025
Q4 		$269 Buy
+2
New +$251 ﹤0.01% 988

Other funds holding HLNE

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's HLNE Position: Q3 2026 in Review

James T. Borello RIA held its Hamilton Lane (HLNE) position steady in Q3 2026 at 2 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

James T. Borello RIA first reported a position in HLNE in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.65K in Q1 2026. 37 funds tracked by Wall St. Rank hold HLNE as of Q3 2026.

  • James T. Borello RIA held 2 shares of Hamilton Lane worth $174 as of Q3 2026.
  • James T. Borello RIA left its Hamilton Lane share count unchanged in Q3 2026.
  • Hamilton Lane made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1140 holding.
  • James T. Borello RIA first reported a position in Hamilton Lane in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Hamilton Lane position peaked at $7.65K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.