Commonwealth Equity Services
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Commonwealth Equity Services’s Holley HLLY Stock Holding History

Commonwealth Equity Services’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,000
Closed -$62K – 4369
2025
Q4 		$62K Hold
15,000
– – ﹤0.01% 4163
2025
Q3 		$47K Buy
+15,000
New +$44.7K ﹤0.01% 4166

Other funds holding HLLY

Allspring Global Investments
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Commonwealth Equity Services's HLLY Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Holley (HLLY) in Q1 2026, closing a stake of 15,000 shares — an estimated $62K sold.

Commonwealth Equity Services first reported a position in HLLY in Q3 2025 and held it in 2 quarters. The position peaked at $62K in Q4 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Holley position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,000 Holley shares in Q1 2026, an estimated $62K.
  • Commonwealth Equity Services first reported a position in Holley in Q3 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Holley position peaked at $62K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.