Fulton Bank
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Fulton Bank’s Houlihan Lokey HLI Stock Holding History

Fulton Bank’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 		$725K Buy
5,739
+43
+0.8% +$5.72K 0.02% 380
2026
Q2 		$764K Buy
5,696
+271
+5% +$40K 0.02% 385
2026
Q1 		$779K Sell
5,425
-262
-5% -$43.1K 0.03% 357
2025
Q4 		$991K Buy
5,687
+433
+8% +$79.5K 0.03% 304
2025
Q3 		$1.08M Sell
5,254
-926
-15% -$182K 0.04% 281
2025
Q2 		$1.11M Sell
6,180
-634
-9% -$107K 0.04% 270
2025
Q1 		$1.1M Sell
6,814
-807
-11% -$139K 0.04% 255
2024
Q4 		$1.32M Buy
7,621
+418
+6% +$73.6K 0.05% 239
2024
Q3 		$1.14M Buy
7,203
+489
+7% +$73.1K 0.04% 262
2024
Q2 		$905K Buy
6,714
+5
+0.1% +$654 0.04% 286
2024
Q1 		$860K Buy
6,709
+257
+4% +$31.8K 0.04% 298
2023
Q4 		$774K Buy
6,452
+639
+11% +$69.3K 0.03% 294
2023
Q3 		$623K Buy
5,813
+394
+7% +$40.6K 0.03% 317
2023
Q2 		$533K Buy
5,419
+440
+9% +$39.8K 0.03% 333
2023
Q1 		$436K Buy
4,979
+410
+9% +$38.6K 0.02% 346
2022
Q4 		$398K Buy
4,569
+623
+16% +$56K 0.02% 350
2022
Q3 		$298K Buy
3,946
+709
+22% +$57.5K 0.02% 379
2022
Q2 		$256K Buy
3,237
+340
+12% +$28.4K 0.01% 417
2022
Q1 		$254K Sell
2,897
-211
-7% -$21.7K 0.01% 448
2021
Q4 		$321K Sell
3,108
-54
-2% -$5.77K 0.01% 418
2021
Q3 		$292K Buy
3,162
+27
+0.9% +$2.37K 0.01% 427
2021
Q2 		$256K Buy
3,135
+78
+3% +$5.65K 0.01% 436
2021
Q1 		$203K Buy
+3,057
New +$206K 0.01% 460

Other funds holding HLI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Fulton Bank's HLI Position: Q3 2026 in Review

Fulton Bank increased its Houlihan Lokey (HLI) stake by 0.75% in Q3 2026, buying an estimated $5.72K and bringing the position to 5,739 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #380.

Fulton Bank first reported a position in HLI in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.32M in Q4 2024. 417 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Fulton Bank held 5,739 shares of Houlihan Lokey worth $725K as of Q3 2026.
  • Fulton Bank bought 43 Houlihan Lokey shares in Q3 2026, an estimated $5.72K.
  • Houlihan Lokey made up 0.02% of Fulton Bank's portfolio in Q3 2026, its #380 holding.
  • Fulton Bank first reported a position in Houlihan Lokey in Q1 2021 and has held it in 23 quarters since.
  • Fulton Bank's Houlihan Lokey position peaked at $1.32M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.