UMB Bank’s Houlihan Lokey HLI Stock Holding History

UMB Bank’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 Q1	$283K	Sell	1,971 -102	-5%	-$16.8K	﹤0.01%	602
2025 Q4	$361K	Buy	2,073 +668	+48%	+$123K	﹤0.01%	532
2025 Q3	$288K	Buy	1,405 +2	+0.1%	+$392	﹤0.01%	537
2025 Q2	$252K	Buy	1,403 +31	+2%	+$5.21K	﹤0.01%	542
2025 Q1	$222K	Buy	1,372 +470	+52%	+$80.7K	﹤0.01%	554
2024 Q4	$157K	Buy	902 +45	+5%	+$7.92K	﹤0.01%	604
2024 Q3	$135K	Buy	857 +96	+13%	+$14.3K	﹤0.01%	649
2024 Q2	$103K	Buy	761 +6	+0.8%	+$785	﹤0.01%	673
2024 Q1	$96.8K	Sell	755 -115	-13%	-$14.2K	﹤0.01%	706
2023 Q4	$104K	Hold	870	–	–	﹤0.01%	691
2023 Q3	$93.2K	Buy	870 +225	+35%	+$23.2K	﹤0.01%	704
2023 Q2	$63.4K	Hold	645	–	–	﹤0.01%	795
2023 Q1	$56.4K	Hold	645	–	–	﹤0.01%	814
2022 Q4	$56K	Buy	645 +496	+333%	+$44.6K	﹤0.01%	824
2022 Q3	$11K	Sell	149 -59	-28%	-$4.78K	﹤0.01%	1278
2022 Q2	$17K	Hold	208	–	–	﹤0.01%	1236
2022 Q1	$18K	Hold	208	–	–	﹤0.01%	1285
2021 Q4	$21K	Buy	+208	New	+$22.2K	﹤0.01%	1259

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's HLI Position: Q1 2026 in Review

UMB Bank reduced its Houlihan Lokey (HLI) stake by 4.9% in Q1 2026, selling an estimated $16.8K and leaving 1,971 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

UMB Bank first reported a position in HLI in Q4 2021 and has held it in 18 quarters since. The position peaked at $361K in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

UMB Bank held 1,971 shares of Houlihan Lokey worth $283K as of Q1 2026.
UMB Bank sold 102 Houlihan Lokey shares in Q1 2026, an estimated $16.8K.
Houlihan Lokey made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #602 holding.
UMB Bank first reported a position in Houlihan Lokey in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Houlihan Lokey position peaked at $361K in Q4 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.