FFA
HLI icon

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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's HLI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Houlihan Lokey (HLI) stake by 14% in Q2 2026, selling an estimated $6.34K and leaving 254 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #3561.

Farther Finance Advisors first reported a position in HLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $171K in Q4 2024. 72 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Farther Finance Advisors held 254 shares of Houlihan Lokey worth $34K as of Q2 2026.
  • Farther Finance Advisors sold 43 Houlihan Lokey shares in Q2 2026, an estimated $6.34K.
  • Houlihan Lokey made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3561 holding.
  • Farther Finance Advisors first reported a position in Houlihan Lokey in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Houlihan Lokey position peaked at $171K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.