M&T Bank’s Houlihan Lokey HLI Stock Holding History

M&T Bank’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	$432K	Sell	3,223 -1,579	-33%	-$233K	﹤0.01%	1279
2026 Q1	$690K	Sell	4,802 -1,891	-28%	-$311K	﹤0.01%	977
2025 Q4	$1.17M	Buy	+6,693	New	+$1.23M	﹤0.01%	808
2025 Q3	–	Sell	-4,127	Closed	-$743K	–	1534
2025 Q2	$743K	Buy	4,127 +426	+12%	+$71.6K	﹤0.01%	933
2025 Q1	$597K	Sell	3,701 -70	-2%	-$12K	﹤0.01%	1000
2024 Q4	$655K	Buy	3,771 +92	+3%	+$16.2K	﹤0.01%	1056
2024 Q3	$581K	Buy	3,679 +25	+0.7%	+$3.73K	﹤0.01%	1114
2024 Q2	$493K	Sell	3,654 -630	-15%	-$82.5K	﹤0.01%	1124
2024 Q1	$549K	Sell	4,284 -95	-2%	-$11.8K	﹤0.01%	1111
2023 Q4	$525K	Buy	4,379 +526	+14%	+$57K	﹤0.01%	1111
2023 Q3	$413K	Buy	+3,853	New	+$397K	﹤0.01%	1163

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

M&T Bank's HLI Position: Q2 2026 in Review

M&T Bank reduced its Houlihan Lokey (HLI) stake by 33% in Q2 2026, selling an estimated $233K and leaving 3,223 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

M&T Bank first reported a position in HLI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

M&T Bank held 3,223 shares of Houlihan Lokey worth $432K as of Q2 2026.
M&T Bank sold 1,579 Houlihan Lokey shares in Q2 2026, an estimated $233K.
Houlihan Lokey made up ﹤0.01% of M&T Bank's portfolio in Q2 2026, its #1279 holding.
M&T Bank first reported a position in Houlihan Lokey in Q3 2023 and has held it in 11 quarters since.
M&T Bank's Houlihan Lokey position peaked at $1.17M in Q4 2025.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.