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Vista Finance’s Houlihan Lokey HLI Stock Holding History

Vista Finance’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 		$259K Sell
1,931
-96
-5% -$14.2K 0.14% 51
2026
Q1 		$291K Sell
2,027
-96
-5% -$15.8K 0.23% 34
2025
Q4 		$370K Sell
2,123
-105
-5% -$19.3K 0.24% 29
2025
Q3 		$457K Hold
2,228
– – 0.3% 22
2025
Q2 		$401K Buy
2,228
+87
+4% +$14.6K 0.35% 28
2025
Q1 		$346K Buy
2,141
+139
+7% +$23.9K 0.3% 30
2024
Q4 		$348K Buy
+2,002
New +$353K 0.36% 28

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Vista Finance's HLI Position: Q2 2026 in Review

Vista Finance reduced its Houlihan Lokey (HLI) stake by 4.7% in Q2 2026, selling an estimated $14.2K and leaving 1,931 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #51.

Vista Finance first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q3 2025. 160 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Vista Finance held 1,931 shares of Houlihan Lokey worth $259K as of Q2 2026.
  • Vista Finance sold 96 Houlihan Lokey shares in Q2 2026, an estimated $14.2K.
  • Houlihan Lokey made up 0.14% of Vista Finance's portfolio in Q2 2026, its #51 holding.
  • Vista Finance first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Vista Finance's Houlihan Lokey position peaked at $457K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.