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Synergy Financial Group’s Houlihan Lokey HLI Stock Holding History

Synergy 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
2025
Q4 		– Sell
-975
Closed -$200K – 116
2025
Q3 		$200K Buy
+975
New +$191K 0.14% 114

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Synergy Financial Group's HLI Position: Q4 2025 in Review

Synergy Financial Group sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 975 shares — an estimated $200K sold.

Synergy Financial Group first reported a position in HLI in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Synergy Financial Group reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Synergy Financial Group sold 975 Houlihan Lokey shares in Q4 2025, an estimated $200K.
  • Synergy Financial Group first reported a position in Houlihan Lokey in Q3 2025 and held it in 1 quarter.
  • Synergy Financial Group's Houlihan Lokey position peaked at $200K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Synergy Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.