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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
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
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VPM
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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

Mirabella Financial Services's HLI Position: Q1 2026 in Review

Mirabella Financial Services reduced its Houlihan Lokey (HLI) stake by 34% in Q1 2026, selling an estimated $165K and leaving 1,918 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #538.

Mirabella Financial Services first reported a position in HLI in Q2 2024 and has held it in 3 quarters since. The position peaked at $508K in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Mirabella Financial Services held 1,918 shares of Houlihan Lokey worth $275K as of Q1 2026.
  • Mirabella Financial Services sold 1,001 Houlihan Lokey shares in Q1 2026, an estimated $165K.
  • Houlihan Lokey made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #538 holding.
  • Mirabella Financial Services first reported a position in Houlihan Lokey in Q2 2024 and has held it in 3 quarters since.
  • Mirabella Financial Services's Houlihan Lokey position peaked at $508K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.