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SFMG Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

SFMG Wealth 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 		$227K Sell
1,695
-21
-1% -$3.1K 0.01% 290
2026
Q1 		$246K Hold
1,716
– – 0.02% 271
2025
Q4 		$299K Hold
1,716
– – 0.02% 239
2025
Q3 		$352K Hold
1,716
– – 0.02% 215
2025
Q2 		$309K Buy
1,716
+5
+0.3% +$840 0.02% 207
2025
Q1 		$276K Sell
1,711
-1
-0.1% -$172 0.02% 212
2024
Q4 		$297K Buy
1,712
+3
+0.2% +$528 0.02% 201
2024
Q3 		$270K Buy
1,709
+1
+0.1% +$149 0.02% 210
2024
Q2 		$230K Buy
1,708
+4
+0.2% +$524 0.02% 221
2024
Q1 		$218K Buy
1,704
+9
+0.5% +$1.11K 0.02% 236
2023
Q4 		$203K Buy
+1,695
New +$184K 0.02% 241

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

SFMG Wealth Advisors's HLI Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 1.2% in Q2 2026, selling an estimated $3.1K and leaving 1,695 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #290.

SFMG Wealth Advisors first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $352K in Q3 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • SFMG Wealth Advisors held 1,695 shares of Houlihan Lokey worth $227K as of Q2 2026.
  • SFMG Wealth Advisors sold 21 Houlihan Lokey shares in Q2 2026, an estimated $3.1K.
  • Houlihan Lokey made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • SFMG Wealth Advisors first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
  • SFMG Wealth Advisors's Houlihan Lokey position peaked at $352K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.