Transamerica Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Transamerica Financial Advisors’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	$23.1K	Sell	172 -261	-60%	-$38.5K	﹤0.01%	840
2026 Q1	$62.2K	Sell	433 -30,298	-99%	-$4.98M	0.01%	617
2025 Q4	$5.35M	Buy	30,731 +28,518	+1,289%	+$5.23M	0.45%	62
2025 Q3	$454K	Buy	+2,213	New	+$434K	0.04%	242
2023 Q1	–	Sell	-1	Closed	-$1K	–	650
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	521
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	490
2022 Q2	$1K	Buy	+1	New	+$84	﹤0.01%	504

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Transamerica Financial Advisors's HLI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Houlihan Lokey (HLI) stake by 60% in Q2 2026, selling an estimated $38.5K and leaving 172 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Transamerica Financial Advisors first reported a position in HLI in Q2 2022 and has held it in 7 quarters since. The position peaked at $5.35M in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Transamerica Financial Advisors held 172 shares of Houlihan Lokey worth $23.1K as of Q2 2026.
Transamerica Financial Advisors sold 261 Houlihan Lokey shares in Q2 2026, an estimated $38.5K.
Houlihan Lokey made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #840 holding.
Transamerica Financial Advisors first reported a position in Houlihan Lokey in Q2 2022 and has held it in 7 quarters since.
Transamerica Financial Advisors's Houlihan Lokey position peaked at $5.35M in Q4 2025.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.