BFS
HLI icon

Bare Financial Services’s Houlihan Lokey HLI Stock Holding History

Bare Financial Services’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 		$2.15K Sell
16
-4
-20% -$590 ﹤0.01% 1117
2026
Q1 		$2.87K Buy
20
+12
+150% +$1.97K ﹤0.01% 862
2025
Q4 		$1.39K Buy
8
+4
+100% +$734 ﹤0.01% 1000
2025
Q3 		$821 Hold
4
– – ﹤0.01% 1075
2025
Q2 		$720 Buy
+4
New +$672 ﹤0.01% 1006

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

Bare Financial Services's HLI Position: Q2 2026 in Review

Bare Financial Services reduced its Houlihan Lokey (HLI) stake by 20% in Q2 2026, selling an estimated $590 and leaving 16 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Bare Financial Services first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.87K in Q1 2026. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bare Financial Services held 16 shares of Houlihan Lokey worth $2.15K as of Q2 2026.
  • Bare Financial Services sold 4 Houlihan Lokey shares in Q2 2026, an estimated $590.
  • Houlihan Lokey made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1117 holding.
  • Bare Financial Services first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Houlihan Lokey position peaked at $2.87K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.