ABWM
HLI icon

Alpine Bank Wealth Management’s Houlihan Lokey HLI Stock Holding History

Alpine Bank Wealth Management’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 		$15.7K Buy
+117
New +$17.3K ﹤0.01% 360
2025
Q4 		– Sell
-117
Closed -$24K – 261
2025
Q3 		$24K Hold
117
– – ﹤0.01% 318
2025
Q2 		$21.1K Hold
117
– – ﹤0.01% 330
2025
Q1 		$18.9K Buy
+117
New +$20.1K ﹤0.01% 340
2024
Q3 		$28.8K Buy
+182
New +$27.2K ﹤0.01% 322

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Alpine Bank Wealth Management's HLI Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Houlihan Lokey (HLI) in Q2 2026: 117 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in HLI as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in HLI in Q3 2024 and has held it in 5 quarters since. The position peaked at $28.8K in Q3 2024. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Alpine Bank Wealth Management held 117 shares of Houlihan Lokey worth $15.7K as of Q2 2026.
  • Houlihan Lokey was a new Alpine Bank Wealth Management position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Alpine Bank Wealth Management first reported a position in Houlihan Lokey in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Houlihan Lokey position peaked at $28.8K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.