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FineMark National Bank & Trust’s Houlihan Lokey HLI Stock Holding History

FineMark National Bank & 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
2025
Q4 		$6M Buy
34,466
+52
+0.2% +$9.54K 0.19% 109
2025
Q3 		$7.07M Sell
34,414
-649
-2% -$127K 0.23% 99
2025
Q2 		$6.31M Buy
35,063
+212
+0.6% +$35.6K 0.21% 104
2025
Q1 		$5.63M Sell
34,851
-77
-0.2% -$13.2K 0.21% 109
2024
Q4 		$6.07M Sell
34,928
-13,555
-28% -$2.39M 0.21% 101
2024
Q3 		$7.66M Sell
48,483
-317
-0.6% -$47.4K 0.27% 88
2024
Q2 		$6.58M Buy
48,800
+1,076
+2% +$141K 0.24% 95
2024
Q1 		$6.12M Sell
47,724
-77
-0.2% -$9.53K 0.23% 96
2023
Q4 		$5.73M Sell
47,801
-537
-1% -$58.2K 0.23% 94
2023
Q3 		$5.18M Buy
48,338
+428
+0.9% +$44.1K 0.23% 100
2023
Q2 		$4.71M Sell
47,910
-149
-0.3% -$13.5K 0.19% 106
2023
Q1 		$4.2M Buy
48,059
+2,220
+5% +$209K 0.18% 113
2022
Q4 		$4M Buy
45,839
+739
+2% +$66.4K 0.18% 108
2022
Q3 		$3.4M Buy
45,100
+1,112
+3% +$90.1K 0.16% 118
2022
Q2 		$3.47M Buy
43,988
+1,029
+2% +$86K 0.15% 120
2022
Q1 		$3.77M Buy
42,959
+1,871
+5% +$193K 0.15% 123
2021
Q4 		$4.25M Buy
41,088
+188
+0.5% +$20.1K 0.16% 116
2021
Q3 		$3.77M Buy
40,900
+1,560
+4% +$137K 0.16% 117
2021
Q2 		$3.22M Buy
+39,340
New +$2.85M 0.13% 124

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FineMark National Bank & Trust's HLI Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Houlihan Lokey (HLI) stake by 0.15% in Q4 2025, buying an estimated $9.54K and bringing the position to 34,466 shares worth $6M. The position accounts for 0.19% of the portfolio, ranked #109.

FineMark National Bank & Trust first reported a position in HLI in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.66M in Q3 2024. 577 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • FineMark National Bank & Trust held 34,466 shares of Houlihan Lokey worth $6M as of Q4 2025.
  • FineMark National Bank & Trust bought 52 Houlihan Lokey shares in Q4 2025, an estimated $9.54K.
  • Houlihan Lokey made up 0.19% of FineMark National Bank & Trust's portfolio in Q4 2025, its #109 holding.
  • FineMark National Bank & Trust first reported a position in Houlihan Lokey in Q2 2021 and has held it in 19 quarters since.
  • FineMark National Bank & Trust's Houlihan Lokey position peaked at $7.66M in Q3 2024.
  • 577 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.