James T. Borello
HLI icon

James T. Borello’s Houlihan Lokey HLI Stock Holding History

James T. Borello’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 		$126 Sell
1
-32
-97% -$4.26K ﹤0.01% 1184
2026
Q2 		$4.43K Buy
33
+29
+725% +$4.28K ﹤0.01% 821
2026
Q1 		$574 Buy
4
+2
+100% +$329 ﹤0.01% 1039
2025
Q4 		$348 Sell
2
-12
-86% -$2.2K ﹤0.01% 962
2025
Q3 		$2.87K Buy
+14
New +$2.74K ﹤0.01% 659

Other funds holding HLI

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

James T. Borello's HLI Position: Q3 2026 in Review

James T. Borello reduced its Houlihan Lokey (HLI) stake by 97% in Q3 2026, selling an estimated $4.26K and leaving 1 share worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

James T. Borello first reported a position in HLI in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.43K in Q2 2026. 138 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • James T. Borello held 1 share of Houlihan Lokey worth $126 as of Q3 2026.
  • James T. Borello sold 32 Houlihan Lokey shares in Q3 2026, an estimated $4.26K.
  • Houlihan Lokey made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1184 holding.
  • James T. Borello first reported a position in Houlihan Lokey in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Houlihan Lokey position peaked at $4.43K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.