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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Fulton Bank's HLI Position: Q2 2026 in Review

Fulton Bank increased its Houlihan Lokey (HLI) stake by 5% in Q2 2026, buying an estimated $40K and bringing the position to 5,696 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #385.

Fulton Bank first reported a position in HLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2024. 54 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Fulton Bank held 5,696 shares of Houlihan Lokey worth $764K as of Q2 2026.
  • Fulton Bank bought 271 Houlihan Lokey shares in Q2 2026, an estimated $40K.
  • Houlihan Lokey made up 0.02% of Fulton Bank's portfolio in Q2 2026, its #385 holding.
  • Fulton Bank first reported a position in Houlihan Lokey in Q1 2021 and has held it in 22 quarters since.
  • Fulton Bank's Houlihan Lokey position peaked at $1.32M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.