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Fiduciary Trust’s Houlihan Lokey HLI Stock Holding History

Fiduciary Trust’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 		$372K Buy
2,772
+7
+0.3% +$1.03K ﹤0.01% 686
2026
Q1 		$397K Sell
2,765
-58
-2% -$9.54K ﹤0.01% 649
2025
Q4 		$492K Sell
2,823
-318
-10% -$58.4K 0.01% 567
2025
Q3 		$645K Buy
3,141
+131
+4% +$25.7K 0.01% 504
2025
Q2 		$542K Buy
3,010
+238
+9% +$40K 0.01% 520
2025
Q1 		$448K Buy
+2,772
New +$476K 0.01% 545

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

Fiduciary Trust's HLI Position: Q2 2026 in Review

Fiduciary Trust increased its Houlihan Lokey (HLI) stake by 0.25% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,772 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Fiduciary Trust first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $645K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Fiduciary Trust held 2,772 shares of Houlihan Lokey worth $372K as of Q2 2026.
  • Fiduciary Trust bought 7 Houlihan Lokey shares in Q2 2026, an estimated $1.03K.
  • Houlihan Lokey made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #686 holding.
  • Fiduciary Trust first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Trust's Houlihan Lokey position peaked at $645K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.