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Federation des caisses Desjardins du Quebec’s Houlihan Lokey HLI Stock Holding History

Federation des caisses Desjardins du Quebec’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 		$554K Buy
4,127
+564
+16% +$83.2K ﹤0.01% 1333
2026
Q1 		$512K Sell
3,563
-4,400
-55% -$724K ﹤0.01% 1251
2025
Q4 		$1.39M Sell
7,963
-7,543
-49% -$1.38M 0.01% 854
2025
Q3 		$3.18M Buy
15,506
+3,706
+31% +$727K 0.01% 562
2025
Q2 		$2.12M Sell
11,800
-1,933
-14% -$325K 0.01% 644
2025
Q1 		$2.22M Buy
13,733
+9,297
+210% +$1.6M 0.01% 579
2024
Q4 		$770K Sell
4,436
-4,256
-49% -$749K ﹤0.01% 858
2024
Q3 		$1.37M Sell
8,692
-9,108
-51% -$1.36M 0.01% 698
2024
Q2 		$2.4M Buy
17,800
+17,531
+6,517% +$2.29M 0.01% 516
2024
Q1 		$34.5K Hold
269
– – ﹤0.01% 1505
2023
Q4 		$32.3K Hold
269
– – ﹤0.01% 1445
2023
Q3 		$28.8K Hold
269
– – ﹤0.01% 1470
2023
Q2 		$26.4K Hold
269
– – ﹤0.01% 1510
2023
Q1 		$23.5K Hold
269
– – ﹤0.01% 1535
2022
Q4 		$23.4K Hold
269
– – ﹤0.01% 1631
2022
Q3 		$20.3K Hold
269
– – ﹤0.01% 1727
2022
Q2 		$21.2K Hold
269
– – ﹤0.01% 1732
2022
Q1 		$23.6K Hold
269
– – ﹤0.01% 1777
2021
Q4 		$27.8K Hold
269
– – ﹤0.01% 1742
2021
Q3 		$24.8K Hold
269
– – ﹤0.01% 1786
2021
Q2 		$22K Hold
269
– – ﹤0.01% 1831
2021
Q1 		$17.9K Hold
269
– – ﹤0.01% 1840
2020
Q4 		$18.1K Hold
269
– – ﹤0.01% 1762
2020
Q3 		$15.9K Buy
+269
New +$15.4K ﹤0.01% 1561

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

Federation des caisses Desjardins du Quebec's HLI Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec increased its Houlihan Lokey (HLI) stake by 16% in Q2 2026, buying an estimated $83.2K and bringing the position to 4,127 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Federation des caisses Desjardins du Quebec first reported a position in HLI in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.18M in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Federation des caisses Desjardins du Quebec held 4,127 shares of Houlihan Lokey worth $554K as of Q2 2026.
  • Federation des caisses Desjardins du Quebec bought 564 Houlihan Lokey shares in Q2 2026, an estimated $83.2K.
  • Houlihan Lokey made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q2 2026, its #1333 holding.
  • Federation des caisses Desjardins du Quebec first reported a position in Houlihan Lokey in Q3 2020 and has held it in 24 quarters since.
  • Federation des caisses Desjardins du Quebec's Houlihan Lokey position peaked at $3.18M in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.