Financial Network Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Financial Network 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	$3.15K	Sell	24 -68	-74%	-$10K	﹤0.01%	623
2026 Q1	$13.3K	Hold	92	–	–	0.01%	438
2025 Q4	$16.1K	Sell	92 -21	-19%	-$3.85K	0.02%	417
2025 Q3	$23.2K	Buy	113 +75	+197%	+$14.7K	0.03%	360
2025 Q2	$6.87K	Hold	38	–	–	0.01%	486
2025 Q1	$6.15K	Buy	38 +23	+153%	+$3.95K	0.01%	470
2024 Q4	$2.6K	Sell	15 -57	-79%	-$10K	﹤0.01%	389
2024 Q3	$11.4K	Buy	72 +3	+4%	+$448	0.01%	430
2024 Q2	$9.3K	Buy	+69	New	+$9.03K	0.01%	503

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Network Wealth Advisors's HLI Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 74% in Q2 2026, selling an estimated $10K and leaving 24 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Financial Network Wealth Advisors first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.2K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Financial Network Wealth Advisors held 24 shares of Houlihan Lokey worth $3.15K as of Q2 2026.
Financial Network Wealth Advisors sold 68 Houlihan Lokey shares in Q2 2026, an estimated $10K.
Houlihan Lokey made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #623 holding.
Financial Network Wealth Advisors first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Houlihan Lokey position peaked at $23.2K in Q3 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.