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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
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 $5.72T 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 $570B 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

Larson Financial Group's HLI Position: Q1 2026 in Review

Larson Financial Group increased its Houlihan Lokey (HLI) stake by 22% in Q1 2026, buying an estimated $2.14K and bringing the position to 72 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Larson Financial Group first reported a position in HLI in Q1 2023 and has held it in 13 quarters since. The position peaked at $15K in Q1 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Larson Financial Group held 72 shares of Houlihan Lokey worth $10.3K as of Q1 2026.
  • Larson Financial Group bought 13 Houlihan Lokey shares in Q1 2026, an estimated $2.14K.
  • Houlihan Lokey made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2235 holding.
  • Larson Financial Group first reported a position in Houlihan Lokey in Q1 2023 and has held it in 13 quarters since.
  • Larson Financial Group's Houlihan Lokey position peaked at $15K in Q1 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.