First Command Advisory Services’s Houlihan Lokey HLI Stock Holding History

First Command Advisory Services’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	$1.61K	Hold	12	–	–	﹤0.01%	1050
2026 Q1	$1.72K	Hold	12	–	–	﹤0.01%	957
2025 Q4	$2.09K	Buy	+12	New	+$2.2K	﹤0.01%	632

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

First Command Advisory Services's HLI Position: Q2 2026 in Review

First Command Advisory Services held its Houlihan Lokey (HLI) position steady in Q2 2026 at 12 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

First Command Advisory Services first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09K in Q4 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

First Command Advisory Services held 12 shares of Houlihan Lokey worth $1.61K as of Q2 2026.
First Command Advisory Services left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #1050 holding.
First Command Advisory Services first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
First Command Advisory Services's Houlihan Lokey position peaked at $2.09K in Q4 2025.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.