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Benjamin Edwards Inc’s Houlihan Lokey HLI Stock Holding History

Benjamin Edwards Inc’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 		$266K Buy
1,986
+79
+4% +$11.7K ﹤0.01% 1282
2026
Q1 		$274K Sell
1,907
-312
-14% -$51.3K ﹤0.01% 1200
2025
Q4 		$386K Buy
2,219
+304
+16% +$55.8K ﹤0.01% 1024
2025
Q3 		$393K Buy
+1,915
New +$375K ﹤0.01% 1001
2025
Q1 		– Sell
-1,636
Closed -$284K – 1118
2024
Q4 		$284K Buy
1,636
+88
+6% +$15.5K ﹤0.01% 985
2024
Q3 		$245K Buy
1,548
+1,539
+17,100% +$230K ﹤0.01% 1012
2024
Q2 		$1K Buy
+9
New +$1.18K ﹤0.01% 684
2021
Q4 		– Sell
-3,879
Closed -$357K – 722
2021
Q3 		$357K Sell
3,879
-611
-14% -$53.5K 0.22% 133
2021
Q2 		$367K Buy
4,490
+274
+6% +$19.8K 0.25% 123
2021
Q1 		$280K Sell
4,216
-631
-13% -$42.6K 0.21% 129
2020
Q4 		$326K Sell
4,847
-622
-11% -$40.3K 0.25% 118
2020
Q3 		$323K Buy
5,469
+5,109
+1,419% +$293K 0.27% 110
2020
Q2 		$20K Buy
+360
New +$21K 0.02% 257

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

Benjamin Edwards Inc's HLI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Houlihan Lokey (HLI) stake by 4.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,986 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Benjamin Edwards Inc first reported a position in HLI in Q2 2020 and has held it in 13 quarters since. The position peaked at $393K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Benjamin Edwards Inc held 1,986 shares of Houlihan Lokey worth $266K as of Q2 2026.
  • Benjamin Edwards Inc bought 79 Houlihan Lokey shares in Q2 2026, an estimated $11.7K.
  • Houlihan Lokey made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1282 holding.
  • Benjamin Edwards Inc first reported a position in Houlihan Lokey in Q2 2020 and has held it in 13 quarters since.
  • Benjamin Edwards Inc's Houlihan Lokey position peaked at $393K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.