B. Metzler seel. Sohn & Co’s Houlihan Lokey HLI Stock Holding History

B. Metzler seel. Sohn & Co’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	$257K	Buy	+1,919	New	+$283K	﹤0.01%	701

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

B. Metzler seel. Sohn & Co's HLI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1,919 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings.

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

B. Metzler seel. Sohn & Co held 1,919 shares of Houlihan Lokey worth $257K as of Q2 2026.
Houlihan Lokey was a new B. Metzler seel. Sohn & Co position in Q2 2026.
Houlihan Lokey made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #701 holding.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.