Bank of Nova Scotia
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Bank of Nova Scotia’s Houlihan Lokey HLI Stock Holding History

Bank of Nova Scotia’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 		$863K Buy
6,433
+70
+1% +$10.3K ﹤0.01% 892
2026
Q1 		$914K Buy
6,363
+2,477
+64% +$407K ﹤0.01% 842
2025
Q4 		$677K Sell
3,886
-10,104
-72% -$1.85M ﹤0.01% 926
2025
Q3 		$2.87M Sell
13,990
-52,753
-79% -$10.3M 0.01% 645
2025
Q2 		$12M Buy
66,743
+62,144
+1,351% +$10.4M 0.02% 352
2025
Q1 		$743K Buy
+4,599
New +$790K ﹤0.01% 773
2024
Q1 		– Sell
-19,200
Closed -$2.3M – 1025
2023
Q4 		$2.3M Buy
19,200
+4,620
+32% +$501K ﹤0.01% 626
2023
Q3 		$1.56M Buy
+14,580
New +$1.5M ﹤0.01% 625
2023
Q1 		– Sell
-12,162
Closed -$1.06M – 1178
2022
Q4 		$1.06M Buy
+12,162
New +$1.09M ﹤0.01% 799

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

Bank of Nova Scotia's HLI Position: Q2 2026 in Review

Bank of Nova Scotia increased its Houlihan Lokey (HLI) stake by 1.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,433 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Bank of Nova Scotia first reported a position in HLI in Q4 2022 and has held it in 9 quarters since. The position peaked at $12M in Q2 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bank of Nova Scotia held 6,433 shares of Houlihan Lokey worth $863K as of Q2 2026.
  • Bank of Nova Scotia bought 70 Houlihan Lokey shares in Q2 2026, an estimated $10.3K.
  • Houlihan Lokey made up ﹤0.01% of Bank of Nova Scotia's portfolio in Q2 2026, its #892 holding.
  • Bank of Nova Scotia first reported a position in Houlihan Lokey in Q4 2022 and has held it in 9 quarters since.
  • Bank of Nova Scotia's Houlihan Lokey position peaked at $12M in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bank of Nova Scotia's 13F filing for Q2 2026, filed 12 Aug 2026.