Sequoia Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Sequoia Financial Advisors’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	$446K	Buy	3,328 +710	+27%	+$105K	﹤0.01%	1410
2026 Q1	$376K	Sell	2,618 -3,089	-54%	-$508K	﹤0.01%	1427
2025 Q4	$994K	Sell	5,707 -1,658	-23%	-$304K	0.01%	889
2025 Q3	$1.51M	Buy	7,365 +2,460	+50%	+$482K	0.01%	611
2025 Q2	$883K	Buy	+4,905	New	+$824K	0.01%	739
2025 Q1	–	Sell	-1,161	Closed	-$202K	–	1411
2024 Q4	$202K	Buy	+1,161	New	+$204K	﹤0.01%	1223

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sequoia Financial Advisors's HLI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Houlihan Lokey (HLI) stake by 27% in Q2 2026, buying an estimated $105K and bringing the position to 3,328 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Sequoia Financial Advisors first reported a position in HLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Sequoia Financial Advisors held 3,328 shares of Houlihan Lokey worth $446K as of Q2 2026.
Sequoia Financial Advisors bought 710 Houlihan Lokey shares in Q2 2026, an estimated $105K.
Houlihan Lokey made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1410 holding.
Sequoia Financial Advisors first reported a position in Houlihan Lokey in Q4 2024 and has held it in 6 quarters since.
Sequoia Financial Advisors's Houlihan Lokey position peaked at $1.51M in Q3 2025.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.