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Merit Financial Group’s Houlihan Lokey HLI Stock Holding History

Merit 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 		$372K Buy
+2,772
New +$409K ﹤0.01% 1682
2026
Q1 		– Sell
-1,347
Closed -$235K – 2160
2025
Q4 		$235K Sell
1,347
-766
-36% -$141K ﹤0.01% 1723
2025
Q3 		$434K Sell
2,113
-235
-10% -$46.1K ﹤0.01% 1268
2025
Q2 		$423K Buy
+2,348
New +$394K ﹤0.01% 1179

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

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

Merit Financial Group opened a new position in Houlihan Lokey (HLI) in Q2 2026: 2,772 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in HLI as recently as Q4 2025.

Merit Financial Group first reported a position in HLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $434K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Merit Financial Group held 2,772 shares of Houlihan Lokey worth $372K as of Q2 2026.
  • Houlihan Lokey was a new Merit Financial Group position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1682 holding.
  • Merit Financial Group first reported a position in Houlihan Lokey in Q2 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Houlihan Lokey position peaked at $434K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.