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Bravera Wealth’s Houlihan Lokey HLI Stock Holding History

Bravera Wealth’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 		$3.62K Hold
27
– – ﹤0.01% 321
2026
Q1 		$3.88K Sell
27
-4
-13% -$658 ﹤0.01% 358
2025
Q4 		$5.4K Buy
+31
New +$5.69K ﹤0.01% 345

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bravera Wealth's HLI Position: Q2 2026 in Review

Bravera Wealth held its Houlihan Lokey (HLI) position steady in Q2 2026 at 27 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Bravera Wealth first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.4K in Q4 2025. 113 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bravera Wealth held 27 shares of Houlihan Lokey worth $3.62K as of Q2 2026.
  • Bravera Wealth left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #321 holding.
  • Bravera Wealth first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Houlihan Lokey position peaked at $5.4K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.