National Bank of Canada
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National Bank of Canada’s Houlihan Lokey HLI Stock Holding History

National Bank of Canada’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 		– Sell
-1,292
Closed -$225K – 3067
2025
Q4 		$225K Buy
+1,292
New +$237K ﹤0.01% 1568
2025
Q2 		– Sell
-1,990
Closed -$321K – 3096
2025
Q1 		$321K Buy
+1,990
New +$342K ﹤0.01% 1417
2022
Q4 		– Sell
-8
Closed -$1K – 2818
2022
Q3 		$1K Sell
8
-1,581
-99% -$128K ﹤0.01% 2590
2022
Q2 		$125K Buy
1,589
+1,277
+409% +$107K ﹤0.01% 1515
2022
Q1 		$27K Buy
+312
New +$32.1K ﹤0.01% 2080

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Bank of Canada's HLI Position: Q1 2026 in Review

National Bank of Canada sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,292 shares — an estimated $225K sold.

National Bank of Canada first reported a position in HLI in Q1 2022 and held it in 5 quarters. The position peaked at $321K in Q1 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • National Bank of Canada reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • National Bank of Canada sold 1,292 Houlihan Lokey shares in Q1 2026, an estimated $225K.
  • National Bank of Canada first reported a position in Houlihan Lokey in Q1 2022 and held it in 5 quarters.
  • National Bank of Canada's Houlihan Lokey position peaked at $321K in Q1 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.