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SBI Securities’s Holley HLLY Stock Holding History

SBI Securities’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$491 Hold
160
– – ﹤0.01% 2898
2025
Q4 		$661 Hold
160
– – ﹤0.01% 2775
2025
Q3 		$502 Hold
160
– – ﹤0.01% 2962
2025
Q2 		$320 Buy
160
+10
+7% +$21 ﹤0.01% 3149
2025
Q1 		$386 Hold
150
– – ﹤0.01% 2966
2024
Q4 		$453 Buy
+150
New +$420 ﹤0.01% 2928

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BlackRock
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BOCH
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WA
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
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CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return