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JFS Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

JFS Wealth Advisors’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 		$6.3K Sell
47
-9
-16% -$1.33K ﹤0.01% 1191
2026
Q1 		$8.04K Buy
56
+1
+2% +$165 ﹤0.01% 1034
2025
Q4 		$9.58K Buy
55
+15
+38% +$2.75K ﹤0.01% 999
2025
Q3 		$8.21K Hold
40
– – ﹤0.01% 956
2025
Q2 		$7.2K Buy
40
+1
+3% +$168 ﹤0.01% 964
2025
Q1 		$6.3K Hold
39
– – ﹤0.01% 1031
2024
Q4 		$6.77K Hold
39
– – ﹤0.01% 998
2024
Q3 		$6.16K Buy
39
+1
+3% +$149 ﹤0.01% 1042
2024
Q2 		$5.13K Hold
38
– – ﹤0.01% 1061
2024
Q1 		$4.87K Hold
38
– – ﹤0.01% 1110
2023
Q4 		$4.56K Sell
38
-2
-5% -$217 ﹤0.01% 1097
2023
Q3 		$4.29K Buy
40
+2
+5% +$206 ﹤0.01% 1053
2023
Q2 		$3.74K Sell
38
-3
-7% -$271 ﹤0.01% 1135
2023
Q1 		$3.59K Buy
41
+1
+3% +$94 ﹤0.01% 1124
2022
Q4 		$3.49K Buy
40
+1
+3% +$90 ﹤0.01% 1142
2022
Q3 		$3K Buy
39
+14
+56% +$1.13K ﹤0.01% 1179
2022
Q2 		$2K Buy
25
+5
+25% +$418 ﹤0.01% 1328
2022
Q1 		$2K Buy
20
+7
+54% +$721 ﹤0.01% 1424
2021
Q4 		$1K Buy
+13
New +$1.39K ﹤0.01% 1393

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

JFS Wealth Advisors's HLI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 16% in Q2 2026, selling an estimated $1.33K and leaving 47 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

JFS Wealth Advisors first reported a position in HLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.58K in Q4 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • JFS Wealth Advisors held 47 shares of Houlihan Lokey worth $6.3K as of Q2 2026.
  • JFS Wealth Advisors sold 9 Houlihan Lokey shares in Q2 2026, an estimated $1.33K.
  • Houlihan Lokey made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1191 holding.
  • JFS Wealth Advisors first reported a position in Houlihan Lokey in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Houlihan Lokey position peaked at $9.58K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.