Bayban’s Houlihan Lokey HLI Stock Holding History

Bayban’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	$1.48K	Hold	11	–	–	﹤0.01%	550
2026 Q1	$1.58K	Buy	+11	New	+$1.81K	﹤0.01%	590

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

Bayban's HLI Position: Q2 2026 in Review

Bayban held its Houlihan Lokey (HLI) position steady in Q2 2026 at 11 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bayban first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58K in Q1 2026. 486 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Bayban held 11 shares of Houlihan Lokey worth $1.48K as of Q2 2026.
Bayban left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Bayban's portfolio in Q2 2026, its #550 holding.
Bayban first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
Bayban's Houlihan Lokey position peaked at $1.58K in Q1 2026.
486 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.