SouthState Corp’s Houlihan Lokey HLI Stock Holding History

SouthState Corp’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	–	Sell	-4	Closed	-$575	–	1343
2026 Q1	$575	Buy	+4	New	+$658	﹤0.01%	1158
2025 Q2	–	Sell	-6	Closed	-$969	–	1696
2025 Q1	$969	Buy	+6	New	+$1.03K	﹤0.01%	1349

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

SouthState Corp's HLI Position: Q2 2026 in Review

SouthState Corp sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 4 shares — an estimated $575 sold.

SouthState Corp first reported a position in HLI in Q1 2025 and held it in 2 quarters. The position peaked at $969 in Q1 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

SouthState Corp reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
SouthState Corp sold 4 Houlihan Lokey shares in Q2 2026, an estimated $575.
SouthState Corp first reported a position in Houlihan Lokey in Q1 2025 and held it in 2 quarters.
SouthState Corp's Houlihan Lokey position peaked at $969 in Q1 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.