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TFC Financial Management’s Houlihan Lokey HLI Stock Holding History

TFC Financial Management’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 		$135 Hold
1
– – ﹤0.01% 889
2026
Q1 		$144 Hold
1
– – ﹤0.01% 830
2025
Q4 		$175 Hold
1
– – ﹤0.01% 794
2025
Q3 		$206 Hold
1
– – ﹤0.01% 793
2025
Q2 		$180 Hold
1
– – ﹤0.01% 792
2025
Q1 		$162 Hold
1
– – ﹤0.01% 755
2024
Q4 		$174 Hold
1
– – ﹤0.01% 749
2024
Q3 		$159 Hold
1
– – ﹤0.01% 777
2024
Q2 		$135 Buy
+1
New +$131 ﹤0.01% 770

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

TFC Financial Management's HLI Position: Q2 2026 in Review

TFC Financial Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 1 share worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #889.

TFC Financial Management first reported a position in HLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $206 in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • TFC Financial Management held 1 share of Houlihan Lokey worth $135 as of Q2 2026.
  • TFC Financial Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #889 holding.
  • TFC Financial Management first reported a position in Houlihan Lokey in Q2 2024 and has held it in 9 quarters since.
  • TFC Financial Management's Houlihan Lokey position peaked at $206 in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.