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Financial Management Professionals’s Houlihan Lokey HLI Stock Holding History

Financial Management Professionals’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 		$268 Hold
2
– – ﹤0.01% 997
2026
Q1 		$287 Hold
2
– – ﹤0.01% 922
2025
Q4 		$348 Hold
2
– – ﹤0.01% 904
2025
Q3 		$411 Hold
2
– – ﹤0.01% 874
2025
Q2 		$360 Hold
2
– – ﹤0.01% 937
2025
Q1 		$323 Hold
2
– – ﹤0.01% 932
2024
Q4 		$347 Hold
2
– – ﹤0.01% 922
2024
Q3 		$0 Hold
2
– – ﹤0.01% 976
2024
Q2 		$0 Hold
2
– – ﹤0.01% 954
2024
Q1 		$0 Buy
+2
New +$247 ﹤0.01% 1004

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

Financial Management Professionals's HLI Position: Q2 2026 in Review

Financial Management Professionals held its Houlihan Lokey (HLI) position steady in Q2 2026 at 2 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Financial Management Professionals first reported a position in HLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $411 in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Financial Management Professionals held 2 shares of Houlihan Lokey worth $268 as of Q2 2026.
  • Financial Management Professionals left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #997 holding.
  • Financial Management Professionals first reported a position in Houlihan Lokey in Q1 2024 and has held it in 10 quarters since.
  • Financial Management Professionals's Houlihan Lokey position peaked at $411 in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.