SBI Securities
HLIO icon

SBI Securities’s Helios Technologies HLIO Stock Holding History

SBI Securities’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.79K Hold
100
– – ﹤0.01% 2061
2026
Q2 		$8.92K Hold
100
– – ﹤0.01% 1898
2026
Q1 		$6.47K Sell
100
-110
-52% -$7.37K ﹤0.01% 1915
2025
Q4 		$11.2K Buy
210
+108
+106% +$5.82K ﹤0.01% 1681
2025
Q3 		$5.32K Buy
+102
New +$4.76K ﹤0.01% 2017

Other funds holding HLIO

Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

SBI Securities's HLIO Position: Q3 2026 in Review

SBI Securities held its Helios Technologies (HLIO) position steady in Q3 2026 at 100 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

SBI Securities first reported a position in HLIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.2K in Q4 2025. 64 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • SBI Securities held 100 shares of Helios Technologies worth $6.79K as of Q3 2026.
  • SBI Securities left its Helios Technologies share count unchanged in Q3 2026.
  • Helios Technologies made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2061 holding.
  • SBI Securities first reported a position in Helios Technologies in Q3 2025 and has held it in 5 quarters since.
  • SBI Securities's Helios Technologies position peaked at $11.2K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.