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Mayflower Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Mayflower Financial Advisors’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 		$1.19M Hold
1,122,126
– – 0.1% 177
2026
Q1 		$1.19M Sell
1,122,126
-6
-0% -$987 0.14% 147
2025
Q4 		$1.21M Buy
1,122,132
+300
+0% +$55.1K 0.15% 137
2025
Q3 		$1.16M Buy
+1,121,832
New +$220M 0.15% 144

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mayflower Financial Advisors's HLI Position: Q2 2026 in Review

Mayflower Financial Advisors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1,122,126 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #177.

Mayflower Financial Advisors first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 128 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Mayflower Financial Advisors held 1,122,126 shares of Houlihan Lokey worth $1.19M as of Q2 2026.
  • Mayflower Financial Advisors left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.1% of Mayflower Financial Advisors's portfolio in Q2 2026, its #177 holding.
  • Mayflower Financial Advisors first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • Mayflower Financial Advisors's Houlihan Lokey position peaked at $1.21M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.