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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
Q2 		– Sell
-95
Closed -$13.6K – 1622
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 $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

Root Financial Partners's HLI Position: Q2 2026 in Review

Root Financial Partners sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 95 shares — an estimated $13.6K sold.

Root Financial Partners first reported a position in HLI in Q3 2025 and held it in 3 quarters. The position peaked at $31K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Root Financial Partners reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 95 Houlihan Lokey shares in Q2 2026, an estimated $13.6K.
  • Root Financial Partners first reported a position in Houlihan Lokey in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Houlihan Lokey position peaked at $31K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.