FFA
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Farther Finance Advisors’s Houlihan Lokey HLI Stock Holding History

Farther Finance Advisors’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
Q3 		$74.2K Buy
587
+333
+131% +$44.3K ﹤0.01% 3097
2026
Q2 		$34K Sell
254
-43
-14% -$6.34K ﹤0.01% 3561
2026
Q1 		$41.9K Sell
297
-63
-18% -$10.4K ﹤0.01% 3112
2025
Q4 		$62.7K Sell
360
-107
-23% -$19.6K ﹤0.01% 2666
2025
Q3 		$95.9K Buy
467
+66
+16% +$12.9K ﹤0.01% 2059
2025
Q2 		$72.2K Buy
401
+7
+2% +$1.18K ﹤0.01% 1938
2025
Q1 		$64.7K Sell
394
-588
-60% -$101K ﹤0.01% 1766
2024
Q4 		$171K Buy
982
+166
+20% +$29.2K 0.01% 1059
2024
Q3 		$129K Buy
816
+30
+4% +$4.48K ﹤0.01% 1195
2024
Q2 		$106K Buy
786
+625
+388% +$81.8K 0.01% 1111
2024
Q1 		$20.6K Buy
161
+75
+87% +$9.28K ﹤0.01% 1482
2023
Q4 		$10.3K Sell
86
-27
-24% -$2.93K ﹤0.01% 1591
2023
Q3 		$12.1K Sell
113
-82
-42% -$8.46K ﹤0.01% 1230
2023
Q2 		$19.2K Hold
195
– – ﹤0.01% 1018
2023
Q1 		$17.1K Buy
195
+33
+20% +$3.1K 0.01% 951
2022
Q4 		$14.1K Buy
+162
New +$14.6K 0.01% 840

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Farther Finance Advisors's HLI Position: Q3 2026 in Review

Farther Finance Advisors increased its Houlihan Lokey (HLI) stake by 131% in Q3 2026, buying an estimated $44.3K and bringing the position to 587 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Farther Finance Advisors first reported a position in HLI in Q4 2022 and has held it in 16 quarters since. The position peaked at $171K in Q4 2024. 22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Farther Finance Advisors held 587 shares of Houlihan Lokey worth $74.2K as of Q3 2026.
  • Farther Finance Advisors bought 333 Houlihan Lokey shares in Q3 2026, an estimated $44.3K.
  • Houlihan Lokey made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3097 holding.
  • Farther Finance Advisors first reported a position in Houlihan Lokey in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Houlihan Lokey position peaked at $171K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.