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Park Avenue Securities’s Houlihan Lokey HLI Stock Holding History

Park Avenue Securities’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 		$766K Sell
5,710
-1,367
-19% -$202K ﹤0.01% 1085
2026
Q1 		$1.02M Sell
7,077
-1,279
-15% -$210K 0.01% 805
2025
Q4 		$1.46M Sell
8,356
-619
-7% -$114K 0.01% 654
2025
Q3 		$1.84M Sell
8,975
-67
-0.7% -$13.1K 0.01% 622
2025
Q2 		$1.63M Sell
9,042
-141
-2% -$23.7K 0.02% 591
2025
Q1 		$1.48M Sell
9,183
-113
-1% -$19.4K 0.02% 478
2024
Q4 		$1.61M Buy
9,296
+1,599
+21% +$282K 0.02% 553
2024
Q3 		$1.22M Sell
7,697
-835
-10% -$125K 0.01% 599
2024
Q2 		$1.15M Buy
8,532
+120
+1% +$15.7K 0.01% 609
2024
Q1 		$1.08M Sell
8,412
-1,267
-13% -$157K 0.01% 629
2023
Q4 		$1.16M Sell
9,679
-417
-4% -$45.2K 0.02% 547
2023
Q3 		$1.08M Sell
10,096
-1,679
-14% -$173K 0.02% 529
2023
Q2 		$1.16M Buy
11,775
+983
+9% +$88.9K 0.02% 448
2023
Q1 		$944K Buy
10,792
+796
+8% +$74.9K 0.02% 478
2022
Q4 		$871K Buy
9,996
+141
+1% +$12.7K 0.02% 585
2022
Q3 		$743K Sell
9,855
-1,314
-12% -$106K 0.01% 576
2022
Q2 		$882K Buy
11,169
+890
+9% +$74.4K 0.02% 518
2022
Q1 		$902K Buy
10,279
+1,041
+11% +$107K 0.02% 528
2021
Q4 		$956K Buy
9,238
+3,217
+53% +$343K 0.02% 493
2021
Q3 		$555K Buy
6,021
+199
+3% +$17.4K 0.01% 597
2021
Q2 		$476K Buy
5,822
+1,365
+31% +$98.8K 0.01% 655
2021
Q1 		$296K Buy
4,457
+1,340
+43% +$90.4K 0.01% 779
2020
Q4 		$210K Sell
3,117
-481
-13% -$31.2K 0.01% 802
2020
Q3 		$212K Buy
+3,598
New +$206K 0.01% 692

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

Park Avenue Securities's HLI Position: Q2 2026 in Review

Park Avenue Securities reduced its Houlihan Lokey (HLI) stake by 19% in Q2 2026, selling an estimated $202K and leaving 5,710 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Park Avenue Securities first reported a position in HLI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Park Avenue Securities held 5,710 shares of Houlihan Lokey worth $766K as of Q2 2026.
  • Park Avenue Securities sold 1,367 Houlihan Lokey shares in Q2 2026, an estimated $202K.
  • Houlihan Lokey made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1085 holding.
  • Park Avenue Securities first reported a position in Houlihan Lokey in Q3 2020 and has held it in 24 quarters since.
  • Park Avenue Securities's Houlihan Lokey position peaked at $1.84M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.