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Fifth Third Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Fifth Third Wealth 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 		$267K Sell
1,992
-138
-6% -$20.4K 0.01% 779
2026
Q1 		$306K Buy
2,130
+577
+37% +$94.9K 0.01% 594
2025
Q4 		$271K Buy
1,553
+3
+0.2% +$551 0.01% 630
2025
Q3 		$318K Hold
1,550
– – 0.01% 533
2025
Q2 		$279K Buy
1,550
+3
+0.2% +$504 0.01% 559
2025
Q1 		$250K Buy
1,547
+5
+0.3% +$859 0.01% 568
2024
Q4 		$268K Hold
1,542
– – 0.01% 541
2024
Q3 		$244K Buy
1,542
+13
+0.9% +$1.94K 0.01% 558
2024
Q2 		$206K Buy
+1,529
New +$200K 0.02% 593

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

Fifth Third Wealth Advisors's HLI Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 6.5% in Q2 2026, selling an estimated $20.4K and leaving 1,992 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #779.

Fifth Third Wealth Advisors first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,992 shares of Houlihan Lokey worth $267K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 138 Houlihan Lokey shares in Q2 2026, an estimated $20.4K.
  • Houlihan Lokey made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #779 holding.
  • Fifth Third Wealth Advisors first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
  • Fifth Third Wealth Advisors's Houlihan Lokey position peaked at $318K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.