Sowell Financial Services’s Houlihan Lokey HLI Stock Holding History

Sowell Financial Services’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	$333K	Sell	2,482 -3,288	-57%	-$485K	0.01%	823
2026 Q1	$829K	Buy	5,770 +292	+5%	+$48K	0.03%	487
2025 Q4	$954K	Buy	5,478 +907	+20%	+$166K	0.04%	451
2025 Q3	$939K	Buy	4,571 +55	+1%	+$10.8K	0.04%	441
2025 Q2	$813K	Buy	4,516 +2,577	+133%	+$433K	0.03%	470
2025 Q1	$313K	Buy	+1,939	New	+$333K	0.01%	749
2021 Q2	–	Sell	-3,790	Closed	-$254K	–	1471
2021 Q1	$254K	Sell	3,790 -580	-13%	-$39.1K	0.01%	914
2020 Q4	$294K	Buy	4,370 +185	+4%	+$12K	0.01%	703
2020 Q3	$247K	Buy	4,185 +862	+26%	+$49.4K	0.01%	667
2020 Q2	$185K	Hold	3,323	–	–	0.01%	747
2020 Q1	$173K	Buy	3,323 +1,481	+80%	+$76.8K	0.01%	691
2019 Q4	$90K	Buy	1,842 +1,830	+15,250%	+$86.4K	0.01%	951
2019 Q3	$1K	Buy	+12	New	+$531	﹤0.01%	2250

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

Sowell Financial Services's HLI Position: Q2 2026 in Review

Sowell Financial Services reduced its Houlihan Lokey (HLI) stake by 57% in Q2 2026, selling an estimated $485K and leaving 2,482 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #823.

Sowell Financial Services first reported a position in HLI in Q3 2019 and has held it in 13 quarters since. The position peaked at $954K in Q4 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Sowell Financial Services held 2,482 shares of Houlihan Lokey worth $333K as of Q2 2026.
Sowell Financial Services sold 3,288 Houlihan Lokey shares in Q2 2026, an estimated $485K.
Houlihan Lokey made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #823 holding.
Sowell Financial Services first reported a position in Houlihan Lokey in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's Houlihan Lokey position peaked at $954K in Q4 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.