CIBC Private Wealth Group
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CIBC Private Wealth Group’s Houlihan Lokey HLI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$48.3K Buy
277
+177
+177% +$32.5K ﹤0.01% 1799
2025
Q3 		$20.5K Buy
100
+79
+376% +$15.5K ﹤0.01% 2147
2025
Q2 		$3.78K Sell
21
-31
-60% -$5.21K ﹤0.01% 2509
2025
Q1 		$7.36K Sell
52
-17
-25% -$2.92K ﹤0.01% 2338
2024
Q4 		$12K Buy
+69
New +$12.2K ﹤0.01% 2221

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Private Wealth Group's HLI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Houlihan Lokey (HLI) stake by 177% in Q4 2025, buying an estimated $32.5K and bringing the position to 277 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

CIBC Private Wealth Group first reported a position in HLI in Q4 2024 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • CIBC Private Wealth Group held 277 shares of Houlihan Lokey worth $48.3K as of Q4 2025.
  • CIBC Private Wealth Group bought 177 Houlihan Lokey shares in Q4 2025, an estimated $32.5K.
  • Houlihan Lokey made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1799 holding.
  • CIBC Private Wealth Group first reported a position in Houlihan Lokey in Q4 2024 and has held it in 5 quarters since.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.