Commonwealth Equity Services
HLI icon

Commonwealth Equity Services’s Houlihan Lokey HLI Stock Holding History

Commonwealth Equity 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 		$281K Buy
2,093
+186
+10% +$27.4K ﹤0.01% 3817
2026
Q1 		$274K Buy
1,907
+48
+3% +$7.9K ﹤0.01% 3716
2025
Q4 		$324K Sell
1,859
-314
-14% -$57.6K ﹤0.01% 3587
2025
Q3 		$446K Buy
2,173
+379
+21% +$74.3K ﹤0.01% 3273
2025
Q2 		$323K Buy
1,794
+77
+4% +$12.9K ﹤0.01% 3517
2025
Q1 		$277K Sell
1,717
-46
-3% -$7.9K ﹤0.01% 3570
2024
Q4 		$306K Sell
1,763
-59
-3% -$10.4K ﹤0.01% 3378
2024
Q3 		$288K Sell
1,822
-69
-4% -$10.3K ﹤0.01% 3387
2024
Q2 		$255K Buy
1,891
+56
+3% +$7.33K ﹤0.01% 3442
2024
Q1 		$235K Buy
1,835
+127
+7% +$15.7K ﹤0.01% 3493
2023
Q4 		$205K Buy
+1,708
New +$185K ﹤0.01% 3486

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

Commonwealth Equity Services's HLI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Houlihan Lokey (HLI) stake by 9.8% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,093 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

Commonwealth Equity Services first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $446K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Commonwealth Equity Services held 2,093 shares of Houlihan Lokey worth $281K as of Q2 2026.
  • Commonwealth Equity Services bought 186 Houlihan Lokey shares in Q2 2026, an estimated $27.4K.
  • Houlihan Lokey made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3817 holding.
  • Commonwealth Equity Services first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Equity Services's Houlihan Lokey position peaked at $446K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.