AG
HLI icon

AmeriFlex Group’s Houlihan Lokey HLI Stock Holding History

AmeriFlex Group’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 		$17.8K Hold
133
– – 0.01% 723
2026
Q1 		$19.1K Sell
133
-48
-27% -$7.9K 0.01% 620
2025
Q4 		$31.5K Sell
181
-181
-50% -$33.2K 0.02% 515
2025
Q3 		$74.3K Buy
362
+230
+174% +$45.1K 0.03% 386
2025
Q2 		$24.1K Hold
132
– – 0.01% 536
2025
Q1 		$21.3K Hold
132
– – 0.01% 676
2024
Q4 		$24K Buy
+132
New +$23.2K 0.01% 594

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

AmeriFlex Group's HLI Position: Q2 2026 in Review

AmeriFlex Group held its Houlihan Lokey (HLI) position steady in Q2 2026 at 133 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #723.

AmeriFlex Group first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.3K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • AmeriFlex Group held 133 shares of Houlihan Lokey worth $17.8K as of Q2 2026.
  • AmeriFlex Group left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #723 holding.
  • AmeriFlex Group first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Houlihan Lokey position peaked at $74.3K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.