Evoke Wealth’s Houlihan Lokey HLI Stock Holding History

Evoke Wealth’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	–	Sell	-1,428	Closed	-$205K	–	283
2026 Q1	$205K	Sell	1,428 -135	-9%	-$22.2K	﹤0.01%	662
2025 Q4	$272K	Sell	1,563 -161	-9%	-$29.6K	0.01%	545
2025 Q3	$354K	Buy	1,724 +15	+0.9%	+$2.94K	0.01%	464
2025 Q2	$308K	Sell	1,709 -4,821	-74%	-$810K	0.01%	452
2025 Q1	$1.05M	Sell	6,530 -73	-1%	-$12.5K	0.03%	194
2024 Q4	$1.15M	Buy	+6,603	New	+$1.16M	0.03%	180
2022 Q4	–	Sell	-900	Closed	-$68K	–	707
2022 Q3	$68K	Hold	900	–	–	﹤0.01%	474
2022 Q2	$71K	Hold	900	–	–	﹤0.01%	458
2022 Q1	$79K	Hold	900	–	–	﹤0.01%	460
2021 Q4	$93K	Hold	900	–	–	﹤0.01%	457
2021 Q3	$82K	Hold	900	–	–	﹤0.01%	449
2021 Q2	$74K	Hold	900	–	–	﹤0.01%	481
2021 Q1	$60K	Hold	900	–	–	﹤0.01%	431
2020 Q4	$61K	Hold	900	–	–	﹤0.01%	353
2020 Q3	$53K	Sell	900 -7,100	-89%	-$407K	﹤0.01%	352
2020 Q2	$445K	Buy	+8,000	New	+$466K	0.04%	123
2019 Q4	–	Sell	-7,946	Closed	-$358K	–	1323
2019 Q3	$358K	Buy	+7,946	New	+$352K	0.04%	175

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

Evoke Wealth's HLI Position: Q2 2026 in Review

Evoke Wealth sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 1,428 shares — an estimated $205K sold.

Evoke Wealth first reported a position in HLI in Q3 2019 and held it in 17 quarters. The position peaked at $1.15M in Q4 2024. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Evoke Wealth reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,428 Houlihan Lokey shares in Q2 2026, an estimated $205K.
Evoke Wealth first reported a position in Houlihan Lokey in Q3 2019 and held it in 17 quarters.
Evoke Wealth's Houlihan Lokey position peaked at $1.15M in Q4 2024.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.