Key Financial Inc’s Houlihan Lokey HLI Stock Holding History

Key Financial Inc’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	$8.99K	Hold	67	–	–	﹤0.01%	904
2026 Q1	$9.62K	Hold	67	–	–	﹤0.01%	891
2025 Q4	$11.7K	Hold	67	–	–	﹤0.01%	847
2025 Q3	$13.4K	Hold	67	–	–	﹤0.01%	799
2025 Q2	$12.1K	Hold	67	–	–	﹤0.01%	803
2025 Q1	$10.8K	Hold	67	–	–	﹤0.01%	798
2024 Q4	$11.6K	Hold	67	–	–	﹤0.01%	782
2024 Q3	$10.6K	Hold	67	–	–	﹤0.01%	778
2024 Q2	$9.04K	Hold	67	–	–	﹤0.01%	805
2024 Q1	$8.59K	Hold	67	–	–	﹤0.01%	797
2023 Q4	$8.03K	Hold	67	–	–	﹤0.01%	799
2023 Q3	$7.18K	Hold	67	–	–	﹤0.01%	811
2023 Q2	$6.59K	Buy	+67	New	+$6.06K	﹤0.01%	838

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Key Financial Inc's HLI Position: Q2 2026 in Review

Key Financial Inc held its Houlihan Lokey (HLI) position steady in Q2 2026 at 67 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Key Financial Inc first reported a position in HLI in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.4K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Key Financial Inc held 67 shares of Houlihan Lokey worth $8.99K as of Q2 2026.
Key Financial Inc left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #904 holding.
Key Financial Inc first reported a position in Houlihan Lokey in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Houlihan Lokey position peaked at $13.4K in Q3 2025.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.