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Arlington Trust’s Houlihan Lokey HLI Stock Holding History

Arlington Trust’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
2025
Q4 		– Sell
-56
Closed -$11.5K – 526
2025
Q3 		$11.5K Hold
56
– – ﹤0.01% 473
2025
Q2 		$10.1K Hold
56
– – ﹤0.01% 488
2025
Q1 		$9.04K Hold
56
– – ﹤0.01% 515
2024
Q4 		$9.72K Hold
56
– – ﹤0.01% 470
2024
Q3 		$8.85K Hold
56
– – ﹤0.01% 459
2024
Q2 		$7.55K Hold
56
– – ﹤0.01% 462
2024
Q1 		$7.18K Hold
56
– – ﹤0.01% 405
2023
Q4 		$6.71K Buy
+56
New +$6.07K ﹤0.01% 436

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arlington Trust's HLI Position: Q4 2025 in Review

Arlington Trust sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 56 shares — an estimated $11.5K sold.

Arlington Trust first reported a position in HLI in Q4 2023 and held it in 8 quarters. The position peaked at $11.5K in Q3 2025. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Arlington Trust reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 56 Houlihan Lokey shares in Q4 2025, an estimated $11.5K.
  • Arlington Trust first reported a position in Houlihan Lokey in Q4 2023 and held it in 8 quarters.
  • Arlington Trust's Houlihan Lokey position peaked at $11.5K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.