SFS
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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
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 – 1472
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

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VPM
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return