CGH
HLI icon

Crossmark Global Holdings’s Houlihan Lokey HLI Stock Holding History

Crossmark Global Holdings’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 		$594K Buy
4,431
+144
+3% +$21.2K 0.01% 811
2026
Q1 		$616K Sell
4,287
-26
-0.6% -$4.28K 0.01% 766
2025
Q4 		$751K Sell
4,313
-233
-5% -$42.8K 0.01% 702
2025
Q3 		$933K Sell
4,546
-926
-17% -$182K 0.01% 654
2025
Q2 		$985K Buy
5,472
+826
+18% +$139K 0.02% 620
2025
Q1 		$750K Sell
4,646
-24
-0.5% -$4.12K 0.01% 700
2024
Q4 		$811K Sell
4,670
-18
-0.4% -$3.17K 0.01% 643
2024
Q3 		$741K Buy
4,688
+944
+25% +$141K 0.01% 704
2024
Q2 		$505K Sell
3,744
-336
-8% -$44K 0.01% 827
2024
Q1 		$523K Buy
4,080
+62
+2% +$7.67K 0.01% 852
2023
Q4 		$482K Buy
+4,018
New +$436K 0.01% 862

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

Crossmark Global Holdings's HLI Position: Q2 2026 in Review

Crossmark Global Holdings increased its Houlihan Lokey (HLI) stake by 3.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 4,431 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #811.

Crossmark Global Holdings first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $985K in Q2 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Crossmark Global Holdings held 4,431 shares of Houlihan Lokey worth $594K as of Q2 2026.
  • Crossmark Global Holdings bought 144 Houlihan Lokey shares in Q2 2026, an estimated $21.2K.
  • Houlihan Lokey made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #811 holding.
  • Crossmark Global Holdings first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
  • Crossmark Global Holdings's Houlihan Lokey position peaked at $985K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.