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SignatureFD’s Houlihan Lokey HLI Stock Holding History

SignatureFD’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 		$126K Buy
938
+191
+26% +$28.2K ﹤0.01% 1327
2026
Q1 		$107K Buy
747
+142
+23% +$23.4K ﹤0.01% 1318
2025
Q4 		$105K Sell
605
-54
-8% -$9.91K ﹤0.01% 1295
2025
Q3 		$135K Buy
659
+85
+15% +$16.7K ﹤0.01% 1138
2025
Q2 		$103K Sell
574
-70
-11% -$11.8K ﹤0.01% 1221
2025
Q1 		$104K Buy
644
+297
+86% +$51K ﹤0.01% 1194
2024
Q4 		$60.3K Buy
347
+22
+7% +$3.87K ﹤0.01% 1483
2024
Q3 		$51.4K Buy
325
+26
+9% +$3.88K ﹤0.01% 1560
2024
Q2 		$40.3K Buy
299
+25
+9% +$3.27K ﹤0.01% 1619
2024
Q1 		$35.1K Buy
274
+14
+5% +$1.73K ﹤0.01% 1726
2023
Q4 		$31.2K Buy
260
+5
+2% +$542 ﹤0.01% 1706
2023
Q3 		$27.3K Buy
255
+7
+3% +$722 ﹤0.01% 1698
2023
Q2 		$24.4K Sell
248
-66
-21% -$5.97K ﹤0.01% 1786
2023
Q1 		$27.5K Sell
314
-6
-2% -$565 ﹤0.01% 1697
2022
Q4 		$27.9K Sell
320
-1
-0.3% -$90 ﹤0.01% 1645
2022
Q3 		$24K Buy
321
+114
+55% +$9.24K ﹤0.01% 1651
2022
Q2 		$16K Sell
207
-115
-36% -$9.62K ﹤0.01% 1886
2022
Q1 		$28K Buy
322
+12
+4% +$1.24K ﹤0.01% 1668
2021
Q4 		$32K Buy
310
+50
+19% +$5.34K ﹤0.01% 1556
2021
Q3 		$24K Buy
260
+48
+23% +$4.21K ﹤0.01% 1677
2021
Q2 		$17K Buy
212
+3
+1% +$217 ﹤0.01% 1780
2021
Q1 		$14K Buy
209
+174
+497% +$11.7K ﹤0.01% 1706
2020
Q4 		$2K Sell
35
-152
-81% -$9.85K ﹤0.01% 2267
2020
Q3 		$11K Buy
187
+69
+58% +$3.95K ﹤0.01% 1603
2020
Q2 		$7K Buy
118
+28
+31% +$1.63K ﹤0.01% 1680
2020
Q1 		$5K Sell
90
-3,250
-97% -$168K ﹤0.01% 1675
2019
Q4 		$163K Buy
3,340
+3,250
+3,611% +$153K 0.01% 538
2019
Q3 		$4K Buy
+90
New +$3.99K ﹤0.01% 1651

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

SignatureFD's HLI Position: Q2 2026 in Review

SignatureFD increased its Houlihan Lokey (HLI) stake by 26% in Q2 2026, buying an estimated $28.2K and bringing the position to 938 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

SignatureFD first reported a position in HLI in Q3 2019 and has held it in 28 quarters since. The position peaked at $163K in Q4 2019. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • SignatureFD held 938 shares of Houlihan Lokey worth $126K as of Q2 2026.
  • SignatureFD bought 191 Houlihan Lokey shares in Q2 2026, an estimated $28.2K.
  • Houlihan Lokey made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1327 holding.
  • SignatureFD first reported a position in Houlihan Lokey in Q3 2019 and has held it in 28 quarters since.
  • SignatureFD's Houlihan Lokey position peaked at $163K in Q4 2019.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.