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Hughes Financial Services’s Houlihan Lokey HLI Stock Holding History

Hughes Financial Services’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 		$268 Buy
2
+1
+100% +$148 ﹤0.01% 1211
2026
Q1 		$144 Sell
1
-2
-67% -$329 ﹤0.01% 1181
2025
Q4 		$523 Sell
3
-3
-50% -$551 ﹤0.01% 920
2025
Q3 		$1.09K Hold
6
– – ﹤0.01% 699
2025
Q2 		$1.15K Buy
6
+3
+100% +$504 ﹤0.01% 663
2025
Q1 		$492 Buy
+3
New +$515 ﹤0.01% 928

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

Hughes Financial Services's HLI Position: Q2 2026 in Review

Hughes Financial Services increased its Houlihan Lokey (HLI) stake by 100% in Q2 2026, buying an estimated $148 and bringing the position to 2 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Hughes Financial Services first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15K in Q2 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Hughes Financial Services held 2 shares of Houlihan Lokey worth $268 as of Q2 2026.
  • Hughes Financial Services bought 1 Houlihan Lokey share in Q2 2026, an estimated $148.
  • Houlihan Lokey made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1211 holding.
  • Hughes Financial Services first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Houlihan Lokey position peaked at $1.15K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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