KFI
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return