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Brooklyn Investment Group’s Houlihan Lokey HLI Stock Holding History

Brooklyn Investment Group’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 		$484K Buy
3,370
+1,762
+110% +$290K 0.02% 1047
2025
Q4 		$285K Buy
+1,608
New +$295K 0.01% 1087
2025
Q3 		– Sell
-710
Closed -$128K – 1554
2025
Q2 		$128K Buy
710
+505
+246% +$84.8K 0.02% 810
2025
Q1 		$33.1K Buy
+205
New +$35.2K 0.01% 951

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's HLI Position: Q1 2026 in Review

Brooklyn Investment Group increased its Houlihan Lokey (HLI) stake by 110% in Q1 2026, buying an estimated $290K and bringing the position to 3,370 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #1047.

Brooklyn Investment Group first reported a position in HLI in Q1 2025 and has held it in 4 quarters since. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Brooklyn Investment Group held 3,370 shares of Houlihan Lokey worth $484K as of Q1 2026.
  • Brooklyn Investment Group bought 1,762 Houlihan Lokey shares in Q1 2026, an estimated $290K.
  • Houlihan Lokey made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #1047 holding.
  • Brooklyn Investment Group first reported a position in Houlihan Lokey in Q1 2025 and has held it in 4 quarters since.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.