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Commerce Bank’s Houlihan Lokey HLI Stock Holding History

Commerce Bank’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 		$4.81M Sell
35,858
-1,969
-5% -$291K 0.02% 379
2026
Q1 		$5.43M Buy
37,827
+33,020
+687% +$5.43M 0.03% 345
2025
Q4 		$837K Buy
4,807
+177
+4% +$32.5K ﹤0.01% 727
2025
Q3 		$951K Buy
4,630
+300
+7% +$58.8K 0.01% 675
2025
Q2 		$779K Hold
4,330
– – ﹤0.01% 712
2025
Q1 		$699K Sell
4,330
-41
-0.9% -$7.04K ﹤0.01% 733
2024
Q4 		$759K Sell
4,371
-147
-3% -$25.9K ﹤0.01% 712
2024
Q3 		$714K Sell
4,518
-109
-2% -$16.3K ﹤0.01% 759
2024
Q2 		$624K Hold
4,627
– – ﹤0.01% 773
2024
Q1 		$593K Sell
4,627
-509
-10% -$63K ﹤0.01% 794
2023
Q4 		$616K Sell
5,136
-1,840
-26% -$199K ﹤0.01% 767
2023
Q3 		$747K Sell
6,976
-2
-0% -$206 0.01% 663
2023
Q2 		$686K Sell
6,978
-964
-12% -$87.2K 0.01% 690
2023
Q1 		$695K Buy
7,942
+179
+2% +$16.8K 0.01% 680
2022
Q4 		$677K Buy
7,763
+211
+3% +$19K 0.01% 667
2022
Q3 		$569K Hold
7,552
– – ﹤0.01% 708
2022
Q2 		$596K Sell
7,552
-7
-0.1% -$585 ﹤0.01% 708
2022
Q1 		$664K Sell
7,559
-10
-0.1% -$1.03K ﹤0.01% 729
2021
Q4 		$783K Sell
7,569
-8
-0.1% -$854 0.01% 686
2021
Q3 		$698K Sell
7,577
-525
-6% -$46K ﹤0.01% 720
2021
Q2 		$662K Sell
8,102
-45
-0.6% -$3.26K ﹤0.01% 729
2021
Q1 		$542K Sell
8,147
-150
-2% -$10.1K ﹤0.01% 787
2020
Q4 		$558K Buy
8,297
+242
+3% +$15.7K ﹤0.01% 737
2020
Q3 		$476K Sell
8,055
-347
-4% -$19.9K ﹤0.01% 700
2020
Q2 		$467K Sell
8,402
-530
-6% -$30.9K ﹤0.01% 687
2020
Q1 		$466K Buy
8,932
+252
+3% +$13.1K 0.01% 609
2019
Q4 		$424K Buy
8,680
+920
+12% +$43.4K ﹤0.01% 698
2019
Q3 		$350K Buy
+7,760
New +$344K ﹤0.01% 730

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 $3.37T AUM 44.26% 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

Commerce Bank's HLI Position: Q2 2026 in Review

Commerce Bank reduced its Houlihan Lokey (HLI) stake by 5.2% in Q2 2026, selling an estimated $291K and leaving 35,858 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #379.

Commerce Bank first reported a position in HLI in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.43M in Q1 2026. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Commerce Bank held 35,858 shares of Houlihan Lokey worth $4.81M as of Q2 2026.
  • Commerce Bank sold 1,969 Houlihan Lokey shares in Q2 2026, an estimated $291K.
  • Houlihan Lokey made up 0.02% of Commerce Bank's portfolio in Q2 2026, its #379 holding.
  • Commerce Bank first reported a position in Houlihan Lokey in Q3 2019 and has held it in 28 quarters since.
  • Commerce Bank's Houlihan Lokey position peaked at $5.43M in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.