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 Q3	$12.7K	Sell	100 -16	-14%	-$2.13K	﹤0.01%	387
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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

First Pacific Financial's HLI Position: Q3 2026 in Review

First Pacific Financial reduced its Houlihan Lokey (HLI) stake by 14% in Q3 2026, selling an estimated $2.13K and leaving 100 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

First Pacific Financial first reported a position in HLI in Q2 2024 and has held it in 10 quarters since. The position peaked at $15.6K in Q2 2026. 54 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

First Pacific Financial held 100 shares of Houlihan Lokey worth $12.7K as of Q3 2026.
First Pacific Financial sold 16 Houlihan Lokey shares in Q3 2026, an estimated $2.13K.
Houlihan Lokey made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #387 holding.
First Pacific Financial first reported a position in Houlihan Lokey in Q2 2024 and has held it in 10 quarters since.
First Pacific Financial's Houlihan Lokey position peaked at $15.6K in Q2 2026.
54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.