First Pacific Financial’s Houlihan Lokey HLI Stock Holding History

First Pacific Financial’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	$15.6K	Buy	116 +99	+582%	+$14.6K	﹤0.01%	346
2026 Q1	$2.47K	Hold	17	–	–	﹤0.01%	511
2025 Q4	$2.98K	Sell	17 -30	-64%	-$5.51K	﹤0.01%	430
2025 Q3	$9.66K	Hold	47	–	–	﹤0.01%	328
2025 Q2	$8.46K	Buy	47 +6	+15%	+$1.01K	﹤0.01%	333
2025 Q1	$6.62K	Buy	41 +17	+71%	+$2.92K	﹤0.01%	338
2024 Q4	$4.17K	Hold	24	–	–	﹤0.01%	333
2024 Q3	$3.79K	Hold	24	–	–	﹤0.01%	332
2024 Q2	$3.24K	Buy	+24	New	+$3.14K	﹤0.01%	327

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 Pacific Financial's HLI Position: Q2 2026 in Review

First Pacific Financial increased its Houlihan Lokey (HLI) stake by 582% in Q2 2026, buying an estimated $14.6K and bringing the position to 116 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

First Pacific Financial first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

First Pacific Financial held 116 shares of Houlihan Lokey worth $15.6K as of Q2 2026.
First Pacific Financial bought 99 Houlihan Lokey shares in Q2 2026, an estimated $14.6K.
Houlihan Lokey made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #346 holding.
First Pacific Financial first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.