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Wedmont Private Capital’s Houlihan Lokey HLI Stock Holding History

Wedmont Private Capital’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
Q3 		$252K Buy
+2,008
New +$267K 0.01% 859

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Wedmont Private Capital's HLI Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Houlihan Lokey (HLI) in Q3 2026: 2,008 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings.

22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Wedmont Private Capital held 2,008 shares of Houlihan Lokey worth $252K as of Q3 2026.
  • Houlihan Lokey was a new Wedmont Private Capital position in Q3 2026.
  • Houlihan Lokey made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #859 holding.
  • 22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.