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ANB Bank’s Houlihan Lokey HLI Stock Holding History

ANB Bank’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
Q1 		– Sell
-1,807
Closed -$315K – 132
2025
Q4 		$315K Sell
1,807
-23
-1% -$4.22K 0.12% 90
2025
Q3 		$376K Sell
1,830
-32
-2% -$6.27K 0.15% 85
2025
Q2 		$335K Buy
1,862
+101
+6% +$17K 0.15% 88
2025
Q1 		$284K Buy
1,761
+35
+2% +$6.01K 0.13% 85
2024
Q4 		$300K Buy
+1,726
New +$304K 0.13% 86

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ANB Bank's HLI Position: Q1 2026 in Review

ANB Bank sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,807 shares — an estimated $315K sold.

ANB Bank first reported a position in HLI in Q4 2024 and held it in 5 quarters. The position peaked at $376K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • ANB Bank reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • ANB Bank sold 1,807 Houlihan Lokey shares in Q1 2026, an estimated $315K.
  • ANB Bank first reported a position in Houlihan Lokey in Q4 2024 and held it in 5 quarters.
  • ANB Bank's Houlihan Lokey position peaked at $376K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.