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Parkside Financial Bank & Trust’s Houlihan Lokey HLI Stock Holding History

Parkside Financial Bank & Trust’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 		$28.7K Sell
214
-8
-4% -$1.18K ﹤0.01% 1251
2026
Q1 		$31.9K Sell
222
-46
-17% -$7.57K ﹤0.01% 1144
2025
Q4 		$46.7K Sell
268
-40
-13% -$7.34K ﹤0.01% 987
2025
Q3 		$63.2K Buy
308
+178
+137% +$34.9K ﹤0.01% 850
2025
Q2 		$23.4K Buy
130
+9
+7% +$1.51K ﹤0.01% 1175
2025
Q1 		$19.5K Sell
121
-136
-53% -$23.4K ﹤0.01% 1155
2024
Q4 		$44.6K Buy
257
+38
+17% +$6.69K 0.01% 848
2024
Q3 		$34.6K Buy
219
+44
+25% +$6.57K ﹤0.01% 895
2024
Q2 		$23.6K Buy
175
+54
+45% +$7.07K ﹤0.01% 979
2024
Q1 		$15.5K Buy
121
+88
+267% +$10.9K ﹤0.01% 1072
2023
Q4 		$3.96K Hold
33
– – ﹤0.01% 1364
2023
Q3 		$3.54K Hold
33
– – ﹤0.01% 1489
2023
Q2 		$3.25K Hold
33
– – ﹤0.01% 1528
2023
Q1 		$2.89K Sell
33
-68
-67% -$6.4K ﹤0.01% 1580
2022
Q4 		$8.8K Buy
101
+33
+49% +$2.97K ﹤0.01% 1110
2022
Q3 		$5K Hold
68
– – ﹤0.01% 1214
2022
Q2 		$5K Hold
68
– – ﹤0.01% 1231
2022
Q1 		$6K Sell
68
-109
-62% -$11.2K ﹤0.01% 1215
2021
Q4 		$18K Buy
+177
New +$18.9K ﹤0.01% 844
2019
Q2 		– Sell
-109
Closed -$5K – 1617
2019
Q1 		$5K Hold
109
– – ﹤0.01% 943
2018
Q4 		$4K Hold
109
– – ﹤0.01% 932
2018
Q3 		$5K Hold
109
– – ﹤0.01% 906
2018
Q2 		$6K Hold
109
– – ﹤0.01% 836
2018
Q1 		$5K Hold
109
– – ﹤0.01% 849
2017
Q4 		$5K Hold
109
– – ﹤0.01% 849
2017
Q3 		$4K Hold
109
– – ﹤0.01% 878
2017
Q2 		$4K Buy
+109
New +$3.7K ﹤0.01% 895

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 $3.38T AUM 44.17% 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

Parkside Financial Bank & Trust's HLI Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its Houlihan Lokey (HLI) stake by 3.6% in Q2 2026, selling an estimated $1.18K and leaving 214 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Parkside Financial Bank & Trust first reported a position in HLI in Q2 2017 and has held it in 27 quarters since. The position peaked at $63.2K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Parkside Financial Bank & Trust held 214 shares of Houlihan Lokey worth $28.7K as of Q2 2026.
  • Parkside Financial Bank & Trust sold 8 Houlihan Lokey shares in Q2 2026, an estimated $1.18K.
  • Houlihan Lokey made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1251 holding.
  • Parkside Financial Bank & Trust first reported a position in Houlihan Lokey in Q2 2017 and has held it in 27 quarters since.
  • Parkside Financial Bank & Trust's Houlihan Lokey position peaked at $63.2K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.