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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's HLI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Houlihan Lokey (HLI) stake by 75% in Q1 2026, buying an estimated $254K and bringing the position to 3,596 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Beacon Pointe Advisors first reported a position in HLI in Q3 2023 and has held it in 6 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Beacon Pointe Advisors held 3,596 shares of Houlihan Lokey worth $516K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,542 Houlihan Lokey shares in Q1 2026, an estimated $254K.
  • Houlihan Lokey made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1282 holding.
  • Beacon Pointe Advisors first reported a position in Houlihan Lokey in Q3 2023 and has held it in 6 quarters since.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.