KeyBank National Association
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KeyBank National Association’s Houlihan Lokey HLI Stock Holding History

KeyBank National Association’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 		– Sell
-3,400
Closed -$488K – 1330
2026
Q1 		$488K Sell
3,400
-5,105
-60% -$840K ﹤0.01% 844
2025
Q4 		$1.48M Buy
8,505
+4,932
+138% +$905K 0.01% 503
2025
Q3 		$734K Sell
3,573
-101
-3% -$19.8K ﹤0.01% 650
2025
Q2 		$661K Sell
3,674
-194
-5% -$32.6K ﹤0.01% 684
2025
Q1 		$625K Buy
+3,868
New +$664K ﹤0.01% 685
2024
Q3 		– Sell
-1,921
Closed -$259K – 1147
2024
Q2 		$259K Sell
1,921
-866
-31% -$113K ﹤0.01% 973
2024
Q1 		$357K Sell
2,787
-108
-4% -$13.4K ﹤0.01% 885
2023
Q4 		$347K Sell
2,895
-589
-17% -$63.9K ﹤0.01% 888
2023
Q3 		$373K Sell
3,484
-549
-14% -$56.6K ﹤0.01% 803
2023
Q2 		$396K Sell
4,033
-1,315
-25% -$119K ﹤0.01% 786
2023
Q1 		$468K Hold
5,348
– – ﹤0.01% 726
2022
Q4 		$466K Hold
5,348
– – ﹤0.01% 720
2022
Q3 		$403K Hold
5,348
– – ﹤0.01% 736
2022
Q2 		$422K Buy
+5,348
New +$447K ﹤0.01% 735

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 $3.38T AUM 44.17% 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

KeyBank National Association's HLI Position: Q2 2026 in Review

KeyBank National Association sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 3,400 shares — an estimated $488K sold.

KeyBank National Association first reported a position in HLI in Q2 2022 and held it in 14 quarters. The position peaked at $1.48M in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • KeyBank National Association reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • KeyBank National Association sold 3,400 Houlihan Lokey shares in Q2 2026, an estimated $488K.
  • KeyBank National Association first reported a position in Houlihan Lokey in Q2 2022 and held it in 14 quarters.
  • KeyBank National Association's Houlihan Lokey position peaked at $1.48M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.