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Csenge Advisory Group’s Houlihan Lokey HLI Stock Holding History

Csenge Advisory Group’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
Q1 		– Sell
-2,895
Closed -$504K – 778
2025
Q4 		$504K Buy
2,895
+197
+7% +$36.2K 0.02% 438
2025
Q3 		$554K Buy
+2,698
New +$529K 0.03% 408

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Csenge Advisory Group's HLI Position: Q1 2026 in Review

Csenge Advisory Group sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 2,895 shares — an estimated $504K sold.

Csenge Advisory Group first reported a position in HLI in Q3 2025 and held it in 2 quarters. The position peaked at $554K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Csenge Advisory Group reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 2,895 Houlihan Lokey shares in Q1 2026, an estimated $504K.
  • Csenge Advisory Group first reported a position in Houlihan Lokey in Q3 2025 and held it in 2 quarters.
  • Csenge Advisory Group's Houlihan Lokey position peaked at $554K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.