Action Point Financial Planning’s Houlihan Lokey HLI Stock Holding History

Action Point Financial Planning’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.38K	Buy	+60	New	+$8.85K	﹤0.01%	1613

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Action Point Financial Planning's HLI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Houlihan Lokey (HLI) in Q2 2026: 60 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings.

514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Action Point Financial Planning held 60 shares of Houlihan Lokey worth $7.38K as of Q2 2026.
Houlihan Lokey was a new Action Point Financial Planning position in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1613 holding.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.