BFSG LLC
HLI icon

BFSG LLC’s Houlihan Lokey HLI Stock Holding History

BFSG LLC’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
Q3 		$7.08K Buy
+56
New +$7.45K ﹤0.01% 628

Other funds holding HLI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

BFSG LLC's HLI Position: Q3 2026 in Review

BFSG LLC opened a new position in Houlihan Lokey (HLI) in Q3 2026: 56 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings.

193 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • BFSG LLC held 56 shares of Houlihan Lokey worth $7.08K as of Q3 2026.
  • Houlihan Lokey was a new BFSG LLC position in Q3 2026.
  • Houlihan Lokey made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #628 holding.
  • 193 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.