Truist Financial
HLI icon

Truist Financial’s Houlihan Lokey HLI Stock Holding History

Truist Financial’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 		$919K Sell
6,855
-130
-2% -$19.2K ﹤0.01% 1831
2026
Q1 		$1M Sell
6,985
-697
-9% -$115K ﹤0.01% 1708
2025
Q4 		$1.34M Sell
7,682
-431
-5% -$79.1K ﹤0.01% 1517
2025
Q3 		$1.67M Buy
8,113
+286
+4% +$56.1K ﹤0.01% 1431
2025
Q2 		$1.41M Sell
7,827
-1,334
-15% -$224K ﹤0.01% 1448
2025
Q1 		$1.48M Sell
9,161
-3,134
-25% -$538K ﹤0.01% 1357
2024
Q4 		$2.14M Sell
12,295
-464
-4% -$81.7K ﹤0.01% 1198
2024
Q3 		$2.02M Sell
12,759
-785
-6% -$117K ﹤0.01% 1226
2024
Q2 		$1.83M Sell
13,544
-1,931
-12% -$253K ﹤0.01% 1318
2024
Q1 		$1.98M Sell
15,475
-24,843
-62% -$3.07M ﹤0.01% 1280
2023
Q4 		$4.83M Sell
40,318
-4,556
-10% -$494K 0.01% 875
2023
Q3 		$4.81M Buy
44,874
+4,226
+10% +$436K 0.01% 857
2023
Q2 		$4M Buy
40,648
+1,359
+3% +$123K 0.01% 916
2023
Q1 		$3.44M Sell
39,289
-1,354
-3% -$127K 0.01% 984
2022
Q4 		$3.54M Sell
40,643
-29
-0.1% -$2.61K 0.01% 947
2022
Q3 		$3.07M Sell
40,672
-182
-0.4% -$14.7K 0.01% 974
2022
Q2 		$3.23M Buy
40,854
+3,218
+9% +$269K 0.01% 970
2022
Q1 		$3.3M Buy
37,636
+3,338
+10% +$344K 0.01% 1064
2021
Q4 		$3.55M Sell
34,298
-5,223
-13% -$558K 0.01% 1024
2021
Q3 		$3.64M Sell
39,521
-1,951
-5% -$171K 0.01% 1007
2021
Q2 		$3.39M Sell
41,472
-935
-2% -$67.7K 0.01% 1039
2021
Q1 		$2.82M Sell
42,407
-425
-1% -$28.7K ﹤0.01% 1080
2020
Q4 		$2.88M Sell
42,832
-256
-0.6% -$16.6K 0.01% 1026
2020
Q3 		$2.54M Buy
43,088
+5,989
+16% +$343K 0.01% 976
2020
Q2 		$2.06M Buy
37,099
+4,239
+13% +$247K ﹤0.01% 1011
2020
Q1 		$1.71M Buy
32,860
+3,607
+12% +$187K ﹤0.01% 1043
2019
Q4 		$1.43M Buy
+29,253
New +$1.38M ﹤0.01% 1288

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

Truist Financial's HLI Position: Q2 2026 in Review

Truist Financial reduced its Houlihan Lokey (HLI) stake by 1.9% in Q2 2026, selling an estimated $19.2K and leaving 6,855 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Truist Financial first reported a position in HLI in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.83M in Q4 2023. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Truist Financial held 6,855 shares of Houlihan Lokey worth $919K as of Q2 2026.
  • Truist Financial sold 130 Houlihan Lokey shares in Q2 2026, an estimated $19.2K.
  • Houlihan Lokey made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1831 holding.
  • Truist Financial first reported a position in Houlihan Lokey in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Houlihan Lokey position peaked at $4.83M in Q4 2023.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.