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 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 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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin Edwards Inc's HLI Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Houlihan Lokey (HLI) stake by 14% in Q1 2026, selling an estimated $51.3K and leaving 1,907 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Benjamin Edwards Inc first reported a position in HLI in Q2 2020 and has held it in 12 quarters since. The position peaked at $393K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Benjamin Edwards Inc held 1,907 shares of Houlihan Lokey worth $274K as of Q1 2026.
Benjamin Edwards Inc sold 312 Houlihan Lokey shares in Q1 2026, an estimated $51.3K.
Houlihan Lokey made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1200 holding.
Benjamin Edwards Inc first reported a position in Houlihan Lokey in Q2 2020 and has held it in 12 quarters since.
Benjamin Edwards Inc's Houlihan Lokey position peaked at $393K in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.