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Root Financial Partners’s Houlihan Lokey HLI Stock Holding History

Root Financial Partners’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 		$13.6K Sell
95
-57
-38% -$9.38K ﹤0.01% 1538
2025
Q4 		$26.5K Buy
152
+1
+0.7% +$184 ﹤0.01% 1027
2025
Q3 		$31K Buy
+151
New +$29.6K ﹤0.01% 874

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

Root Financial Partners's HLI Position: Q1 2026 in Review

Root Financial Partners reduced its Houlihan Lokey (HLI) stake by 38% in Q1 2026, selling an estimated $9.38K and leaving 95 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Root Financial Partners first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $31K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Root Financial Partners held 95 shares of Houlihan Lokey worth $13.6K as of Q1 2026.
  • Root Financial Partners sold 57 Houlihan Lokey shares in Q1 2026, an estimated $9.38K.
  • Houlihan Lokey made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1538 holding.
  • Root Financial Partners first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Houlihan Lokey position peaked at $31K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.