Financial Consulate’s Houlihan Lokey HLI Stock Holding History

Financial Consulate’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	$9.1K	Buy	+72	New	+$9.6K	﹤0.01%	719

Other funds holding HLI

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Financial Consulate's HLI Position: Q3 2026 in Review

Financial Consulate opened a new position in Houlihan Lokey (HLI) in Q3 2026: 72 shares worth $9.1K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

107 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Financial Consulate held 72 shares of Houlihan Lokey worth $9.1K as of Q3 2026.
Houlihan Lokey was a new Financial Consulate position in Q3 2026.
Houlihan Lokey made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #719 holding.
107 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.