Snowden Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Snowden Capital 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	$346K	Sell	2,576 -292	-10%	-$43.1K	0.01%	1012
2026 Q1	$412K	Buy	2,868 +136	+5%	+$22.4K	0.01%	882
2025 Q4	$476K	Sell	2,732 -128	-4%	-$23.5K	0.01%	828
2025 Q3	$587K	Sell	2,860 -42	-1%	-$8.23K	0.02%	706
2025 Q2	$522K	Sell	2,902 -948	-25%	-$159K	0.02%	745
2025 Q1	$622K	Sell	3,850 -165	-4%	-$28.3K	0.02%	648
2024 Q4	$697K	Buy	4,015 +1,042	+35%	+$183K	0.02%	633
2024 Q3	$470K	Buy	+2,973	New	+$444K	0.01%	802
2022 Q1	–	Sell	-464	Closed	-$48K	–	1483
2021 Q4	$48K	Buy	+464	New	+$49.5K	﹤0.01%	1049

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

Snowden Capital Advisors's HLI Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Houlihan Lokey (HLI) stake by 10% in Q2 2026, selling an estimated $43.1K and leaving 2,576 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1012.

Snowden Capital Advisors first reported a position in HLI in Q4 2021 and has held it in 9 quarters since. The position peaked at $697K in Q4 2024. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Snowden Capital Advisors held 2,576 shares of Houlihan Lokey worth $346K as of Q2 2026.
Snowden Capital Advisors sold 292 Houlihan Lokey shares in Q2 2026, an estimated $43.1K.
Houlihan Lokey made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1012 holding.
Snowden Capital Advisors first reported a position in Houlihan Lokey in Q4 2021 and has held it in 9 quarters since.
Snowden Capital Advisors's Houlihan Lokey position peaked at $697K in Q4 2024.
515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.