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Rossby Financial’s Houlihan Lokey HLI Stock Holding History

Rossby Financial’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 		$1.21K Buy
9
+3
+50% +$443 ﹤0.01% 1864
2026
Q1 		$846 Buy
6
+4
+200% +$658 ﹤0.01% 2023
2025
Q4 		$348 Buy
+2
New +$367 ﹤0.01% 1696

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

Rossby Financial's HLI Position: Q2 2026 in Review

Rossby Financial increased its Houlihan Lokey (HLI) stake by 50% in Q2 2026, buying an estimated $443 and bringing the position to 9 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Rossby Financial first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Rossby Financial held 9 shares of Houlihan Lokey worth $1.21K as of Q2 2026.
  • Rossby Financial bought 3 Houlihan Lokey shares in Q2 2026, an estimated $443.
  • Houlihan Lokey made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1864 holding.
  • Rossby Financial first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.