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Sunbelt Securities’s Houlihan Lokey HLI Stock Holding History

Sunbelt Securities’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 		$4.17K Hold
29
– – ﹤0.01% 1728
2025
Q4 		$5.05K Hold
29
– – ﹤0.01% 1645
2025
Q3 		$5.95K Hold
29
– – ﹤0.01% 1574
2025
Q2 		$5.04K Hold
29
– – ﹤0.01% 1441
2025
Q1 		$4.68K Hold
29
– – ﹤0.01% 1432
2024
Q4 		$5.04K Hold
29
– – ﹤0.01% 1441
2024
Q3 		$4.58K Hold
29
– – ﹤0.01% 1461
2024
Q2 		$3.91K Hold
29
– – ﹤0.01% 1438
2024
Q1 		$3.72K Hold
29
– – ﹤0.01% 1415
2023
Q4 		$3.48K Hold
29
– – ﹤0.01% 1376
2023
Q3 		$3.11K Buy
+29
New +$2.99K ﹤0.01% 1396

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's HLI Position: Q1 2026 in Review

Sunbelt Securities held its Houlihan Lokey (HLI) position steady in Q1 2026 at 29 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Sunbelt Securities first reported a position in HLI in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.95K in Q3 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Sunbelt Securities held 29 shares of Houlihan Lokey worth $4.17K as of Q1 2026.
  • Sunbelt Securities left its Houlihan Lokey share count unchanged in Q1 2026.
  • Houlihan Lokey made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1728 holding.
  • Sunbelt Securities first reported a position in Houlihan Lokey in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Houlihan Lokey position peaked at $5.95K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.