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TD Waterhouse Canada’s Houlihan Lokey HLI Stock Holding History

TD Waterhouse Canada’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 		$2.76K Hold
20
– – ﹤0.01% 2082
2026
Q1 		$2.82K Buy
+20
New +$3.29K ﹤0.01% 2002
2022
Q2 		– Sell
-76
Closed -$8.47K – 1778
2022
Q1 		$8.47K Buy
+76
New +$7.83K ﹤0.01% 1367

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 $3.37T AUM 44.26% 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

TD Waterhouse Canada's HLI Position: Q2 2026 in Review

TD Waterhouse Canada held its Houlihan Lokey (HLI) position steady in Q2 2026 at 20 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

TD Waterhouse Canada first reported a position in HLI in Q1 2022 and has held it in 3 quarters since. The position peaked at $8.47K in Q1 2022. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • TD Waterhouse Canada held 20 shares of Houlihan Lokey worth $2.76K as of Q2 2026.
  • TD Waterhouse Canada left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #2082 holding.
  • TD Waterhouse Canada first reported a position in Houlihan Lokey in Q1 2022 and has held it in 3 quarters since.
  • TD Waterhouse Canada's Houlihan Lokey position peaked at $8.47K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.