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TCTC Holdings’s Houlihan Lokey HLI Stock Holding History

TCTC Holdings’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 		– Sell
-232
Closed -$40.4K – 361
2025
Q4 		$40.4K Hold
232
– – ﹤0.01% 370
2025
Q3 		$47.6K Hold
232
– – ﹤0.01% 348
2025
Q2 		$41.7K Hold
232
– – ﹤0.01% 378
2025
Q1 		$37.5K Buy
232
+118
+104% +$20.3K ﹤0.01% 371
2024
Q4 		$19.8K Buy
+114
New +$20.1K ﹤0.01% 426

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

TCTC Holdings's HLI Position: Q1 2026 in Review

TCTC Holdings sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 232 shares — an estimated $40.4K sold.

TCTC Holdings first reported a position in HLI in Q4 2024 and held it in 5 quarters. The position peaked at $47.6K in Q3 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • TCTC Holdings reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 232 Houlihan Lokey shares in Q1 2026, an estimated $40.4K.
  • TCTC Holdings first reported a position in Houlihan Lokey in Q4 2024 and held it in 5 quarters.
  • TCTC Holdings's Houlihan Lokey position peaked at $47.6K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.