Strive Financial Group’s Houlihan Lokey HLI Stock Holding History

Strive Financial Group’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 Q3	$231K	Buy	+1,827	New	+$243K	0.07%	178

Other funds holding HLI

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Strive Financial Group's HLI Position: Q3 2026 in Review

Strive Financial Group opened a new position in Houlihan Lokey (HLI) in Q3 2026: 1,827 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #178 among its holdings.

291 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Strive Financial Group held 1,827 shares of Houlihan Lokey worth $231K as of Q3 2026.
Houlihan Lokey was a new Strive Financial Group position in Q3 2026.
Houlihan Lokey made up 0.07% of Strive Financial Group's portfolio in Q3 2026, its #178 holding.
291 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.