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Golden State Equity Partners’s Houlihan Lokey HLI Stock Holding History

Golden State Equity Partners’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 		$14K Sell
104
-49
-32% -$7.23K 0.04% 204
2026
Q1 		$22.1K Buy
+153
New +$25.2K ﹤0.01% 1073
2024
Q4 		– Sell
-481
Closed -$76K – 627
2024
Q3 		$76K Buy
+481
New +$71.9K 0.04% 319

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Golden State Equity Partners's HLI Position: Q2 2026 in Review

Golden State Equity Partners reduced its Houlihan Lokey (HLI) stake by 32% in Q2 2026, selling an estimated $7.23K and leaving 104 shares worth $14K. The position accounts for 0.04% of the portfolio, ranked #204.

Golden State Equity Partners first reported a position in HLI in Q3 2024 and has held it in 3 quarters since. The position peaked at $76K in Q3 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Golden State Equity Partners held 104 shares of Houlihan Lokey worth $14K as of Q2 2026.
  • Golden State Equity Partners sold 49 Houlihan Lokey shares in Q2 2026, an estimated $7.23K.
  • Houlihan Lokey made up 0.04% of Golden State Equity Partners's portfolio in Q2 2026, its #204 holding.
  • Golden State Equity Partners first reported a position in Houlihan Lokey in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's Houlihan Lokey position peaked at $76K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.