SS
HLI icon

SBI Securities’s Houlihan Lokey HLI Stock Holding History

SBI Securities’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 		$5.63K Hold
42
– – ﹤0.01% 2120
2026
Q1 		$6.03K Hold
42
– – ﹤0.01% 1952
2025
Q4 		$7.32K Hold
42
– – ﹤0.01% 1866
2025
Q3 		$8.62K Sell
42
-2
-5% -$392 ﹤0.01% 1832
2025
Q2 		$7.92K Hold
44
– – ﹤0.01% 1802
2025
Q1 		$7.11K Sell
44
-29
-40% -$4.98K ﹤0.01% 1744
2024
Q4 		$12.7K Buy
+73
New +$12.9K ﹤0.01% 1546

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

SBI Securities's HLI Position: Q2 2026 in Review

SBI Securities held its Houlihan Lokey (HLI) position steady in Q2 2026 at 42 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

SBI Securities first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • SBI Securities held 42 shares of Houlihan Lokey worth $5.63K as of Q2 2026.
  • SBI Securities left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2120 holding.
  • SBI Securities first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Houlihan Lokey position peaked at $12.7K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.