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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Park Avenue Securities's HLI Position: Q1 2026 in Review

Park Avenue Securities reduced its Houlihan Lokey (HLI) stake by 15% in Q1 2026, selling an estimated $210K and leaving 7,077 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #805.

Park Avenue Securities first reported a position in HLI in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Park Avenue Securities held 7,077 shares of Houlihan Lokey worth $1.02M as of Q1 2026.
  • Park Avenue Securities sold 1,279 Houlihan Lokey shares in Q1 2026, an estimated $210K.
  • Houlihan Lokey made up 0.01% of Park Avenue Securities's portfolio in Q1 2026, its #805 holding.
  • Park Avenue Securities first reported a position in Houlihan Lokey in Q3 2020 and has held it in 23 quarters since.
  • Park Avenue Securities's Houlihan Lokey position peaked at $1.84M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.