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Beacon Pointe Advisors’s Houlihan Lokey HLI Stock Holding History

Beacon Pointe Advisors’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 		$328K Sell
2,443
-1,153
-32% -$170K ﹤0.01% 1557
2026
Q1 		$516K Buy
3,596
+1,542
+75% +$254K ﹤0.01% 1282
2025
Q4 		$358K Sell
2,054
-89
-4% -$16.3K ﹤0.01% 1188
2025
Q3 		$440K Buy
+2,143
New +$420K ﹤0.01% 1052
2024
Q2 		– Sell
-1,788
Closed -$229K – 1325
2024
Q1 		$229K Sell
1,788
-1,163
-39% -$144K ﹤0.01% 1213
2023
Q4 		$354K Sell
2,951
-884
-23% -$95.8K ﹤0.01% 1019
2023
Q3 		$411K Buy
+3,835
New +$395K 0.01% 949

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

Beacon Pointe Advisors's HLI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Houlihan Lokey (HLI) stake by 32% in Q2 2026, selling an estimated $170K and leaving 2,443 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Beacon Pointe Advisors first reported a position in HLI in Q3 2023 and has held it in 7 quarters since. The position peaked at $516K in Q1 2026. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Beacon Pointe Advisors held 2,443 shares of Houlihan Lokey worth $328K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,153 Houlihan Lokey shares in Q2 2026, an estimated $170K.
  • Houlihan Lokey made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1557 holding.
  • Beacon Pointe Advisors first reported a position in Houlihan Lokey in Q3 2023 and has held it in 7 quarters since.
  • Beacon Pointe Advisors's Houlihan Lokey position peaked at $516K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.