Creative Financial Designs’s Houlihan Lokey HLI Stock Holding History

Creative Financial Designs’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	$671	Hold	5	–	–	﹤0.01%	2102
2026 Q1	$718	Hold	5	–	–	﹤0.01%	1957
2025 Q4	$871	Hold	5	–	–	﹤0.01%	1820
2025 Q3	$1.03K	Hold	5	–	–	﹤0.01%	1800
2025 Q2	$900	Sell	5 -20	-80%	-$3.36K	﹤0.01%	1796
2025 Q1	$4.04K	Buy	25 +7	+39%	+$1.2K	﹤0.01%	1531
2024 Q4	$3.13K	Buy	+18	New	+$3.17K	﹤0.01%	1513

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Creative Financial Designs's HLI Position: Q2 2026 in Review

Creative Financial Designs held its Houlihan Lokey (HLI) position steady in Q2 2026 at 5 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Creative Financial Designs first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.04K in Q1 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Creative Financial Designs held 5 shares of Houlihan Lokey worth $671 as of Q2 2026.
Creative Financial Designs left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2102 holding.
Creative Financial Designs first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's Houlihan Lokey position peaked at $4.04K in Q1 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.