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Steigerwald Gordon & Koch’s Houlihan Lokey HLI Stock Holding History

Steigerwald Gordon & Koch’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 		$3.49K Hold
26
– – ﹤0.01% 647
2026
Q1 		$3.73K Hold
26
– – ﹤0.01% 638
2025
Q4 		$4.53K Hold
26
– – ﹤0.01% 696
2025
Q3 		$5.34K Buy
+26
New +$5.1K ﹤0.01% 616

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 $3.38T AUM 44.17% 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

Steigerwald Gordon & Koch's HLI Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Houlihan Lokey (HLI) position steady in Q2 2026 at 26 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Steigerwald Gordon & Koch first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.34K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Steigerwald Gordon & Koch held 26 shares of Houlihan Lokey worth $3.49K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #647 holding.
  • Steigerwald Gordon & Koch first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Houlihan Lokey position peaked at $5.34K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.