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Trust Company of Toledo’s Houlihan Lokey HLI Stock Holding History

Trust Company of Toledo’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 		$47.1K Buy
351
+160
+84% +$23.6K ﹤0.01% 484
2026
Q1 		$27.4K Hold
191
– – ﹤0.01% 520
2025
Q4 		$33.3K Hold
191
– – ﹤0.01% 479
2025
Q3 		$39.2K Hold
191
– – ﹤0.01% 460
2025
Q2 		$34.4K Buy
+191
New +$32.1K ﹤0.01% 459

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

Trust Company of Toledo's HLI Position: Q2 2026 in Review

Trust Company of Toledo increased its Houlihan Lokey (HLI) stake by 84% in Q2 2026, buying an estimated $23.6K and bringing the position to 351 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Trust Company of Toledo first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Trust Company of Toledo held 351 shares of Houlihan Lokey worth $47.1K as of Q2 2026.
  • Trust Company of Toledo bought 160 Houlihan Lokey shares in Q2 2026, an estimated $23.6K.
  • Houlihan Lokey made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #484 holding.
  • Trust Company of Toledo first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.