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Mirabella Financial Services’s Houlihan Lokey HLI Stock Holding History

Mirabella Financial Services’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 		$276K Buy
2,055
+137
+7% +$20.2K 0.03% 492
2026
Q1 		$275K Sell
1,918
-1,001
-34% -$165K 0.03% 538
2025
Q4 		$508K Buy
+2,919
New +$536K 0.05% 255
2024
Q3 		– Sell
-2,222
Closed -$300K – 305
2024
Q2 		$300K Buy
+2,222
New +$291K 0.02% 328

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

Mirabella Financial Services's HLI Position: Q2 2026 in Review

Mirabella Financial Services increased its Houlihan Lokey (HLI) stake by 7.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,055 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #492.

Mirabella Financial Services first reported a position in HLI in Q2 2024 and has held it in 4 quarters since. The position peaked at $508K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Mirabella Financial Services held 2,055 shares of Houlihan Lokey worth $276K as of Q2 2026.
  • Mirabella Financial Services bought 137 Houlihan Lokey shares in Q2 2026, an estimated $20.2K.
  • Houlihan Lokey made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #492 holding.
  • Mirabella Financial Services first reported a position in Houlihan Lokey in Q2 2024 and has held it in 4 quarters since.
  • Mirabella Financial Services's Houlihan Lokey position peaked at $508K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.