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Perkins Coie Trust Company’s Houlihan Lokey HLI Stock Holding History

Perkins Coie Trust Company’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
2025
Q2 		– Sell
-6
Closed -$969 – 370
2025
Q1 		$969 Buy
+6
New +$1.03K ﹤0.01% 299

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Perkins Coie Trust Company's HLI Position: Q2 2025 in Review

Perkins Coie Trust Company sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 6 shares — an estimated $969 sold.

Perkins Coie Trust Company first reported a position in HLI in Q1 2025 and held it in 1 quarter. The position peaked at $969 in Q1 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Perkins Coie Trust Company reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Perkins Coie Trust Company sold 6 Houlihan Lokey shares in Q2 2025, an estimated $969.
  • Perkins Coie Trust Company first reported a position in Houlihan Lokey in Q1 2025 and held it in 1 quarter.
  • Perkins Coie Trust Company's Houlihan Lokey position peaked at $969 in Q1 2025.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Perkins Coie Trust Company's 13F filing for Q2 2025, filed 10 Jul 2025.