LFG
HLI icon

Larson Financial Group’s Houlihan Lokey HLI Stock Holding History

Larson Financial Group’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 		$8.45K Sell
63
-9
-13% -$1.33K ﹤0.01% 2514
2026
Q1 		$10.3K Buy
72
+13
+22% +$2.14K ﹤0.01% 2235
2025
Q4 		$10.3K Hold
59
– – ﹤0.01% 2102
2025
Q3 		$12.1K Hold
59
– – ﹤0.01% 1924
2025
Q2 		$10.6K Sell
59
-34
-37% -$5.71K ﹤0.01% 1785
2025
Q1 		$15K Buy
93
+44
+90% +$7.56K ﹤0.01% 1472
2024
Q4 		$8.51K Hold
49
– – ﹤0.01% 1539
2024
Q3 		$7.74K Hold
49
– – ﹤0.01% 1573
2024
Q2 		$6.61K Hold
49
– – ﹤0.01% 1377
2024
Q1 		$6.28K Hold
49
– – ﹤0.01% 1145
2023
Q4 		$5.88K Hold
49
– – ﹤0.01% 1143
2023
Q3 		$5.25K Hold
49
– – ﹤0.01% 1159
2023
Q2 		$4.82K Hold
49
– – ﹤0.01% 1115
2023
Q1 		$4.29K Buy
+49
New +$4.61K ﹤0.01% 1114

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

Larson Financial Group's HLI Position: Q2 2026 in Review

Larson Financial Group reduced its Houlihan Lokey (HLI) stake by 13% in Q2 2026, selling an estimated $1.33K and leaving 63 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Larson Financial Group first reported a position in HLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $15K in Q1 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Larson Financial Group held 63 shares of Houlihan Lokey worth $8.45K as of Q2 2026.
  • Larson Financial Group sold 9 Houlihan Lokey shares in Q2 2026, an estimated $1.33K.
  • Houlihan Lokey made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2514 holding.
  • Larson Financial Group first reported a position in Houlihan Lokey in Q1 2023 and has held it in 14 quarters since.
  • Larson Financial Group's Houlihan Lokey position peaked at $15K in Q1 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.