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CBIZ Investment Advisory Services’s Houlihan Lokey HLI Stock Holding History

CBIZ Investment Advisory Services’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 		$30.9K Hold
215
– – ﹤0.01% 108
2026
Q1 		$30.9K Hold
215
– – ﹤0.01% 108
2025
Q4 		$37.5K Hold
215
– – ﹤0.01% 177
2025
Q3 		$44.1K Sell
215
-1
-0.5% -$196 ﹤0.01% 141
2025
Q2 		$38.9K Buy
216
+1
+0.5% +$168 ﹤0.01% 159
2025
Q1 		$34.7K Hold
215
– – ﹤0.01% 148
2024
Q4 		$37.3K Sell
215
-27
-11% -$4.75K ﹤0.01% 135
2024
Q3 		$38.2K Hold
242
– – ﹤0.01% 128
2024
Q2 		$32.6K Hold
242
– – ﹤0.01% 124
2024
Q1 		$31K Buy
+242
New +$29.9K ﹤0.01% 125

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's HLI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Houlihan Lokey (HLI) position steady in Q2 2026 at 215 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

CBIZ Investment Advisory Services first reported a position in HLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.1K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • CBIZ Investment Advisory Services held 215 shares of Houlihan Lokey worth $30.9K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #108 holding.
  • CBIZ Investment Advisory Services first reported a position in Houlihan Lokey in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Houlihan Lokey position peaked at $44.1K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.