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West Coast Financial’s Houlihan Lokey HLI Stock Holding History

West Coast 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
2025
Q2 		– Sell
-17,930
Closed -$2.9M – 58
2025
Q1 		$2.9M Sell
17,930
-2,382
-12% -$409K 0.33% 54
2024
Q4 		$3.53M Sell
20,312
-1,699
-8% -$299K 0.39% 49
2024
Q3 		$3.48M Sell
22,011
-813
-4% -$121K 0.38% 53
2024
Q2 		$3.08M Sell
22,824
-881
-4% -$115K 0.36% 53
2024
Q1 		$3.04M Sell
23,705
-1,581
-6% -$196K 0.37% 51
2023
Q4 		$3.03M Sell
25,286
-85,699
-77% -$9.29M 0.4% 51
2023
Q3 		$11.9M Sell
110,985
-1,997
-2% -$206K 1.77% 12
2023
Q2 		$11.1M Buy
112,982
+148
+0.1% +$13.4K 1.57% 14
2023
Q1 		$9.87M Sell
112,834
-1,710
-1% -$161K 1.51% 16
2022
Q4 		$9.98M Buy
114,544
+973
+0.9% +$87.5K 1.69% 14
2022
Q3 		$8.56M Buy
113,571
+890
+0.8% +$72.1K 1.58% 15
2022
Q2 		$8.89M Buy
112,681
+1,026
+0.9% +$85.8K 1.58% 18
2022
Q1 		$9.8M Buy
111,655
+1,482
+1% +$153K 1.51% 18
2021
Q4 		$11.4M Sell
110,173
-1,373
-1% -$147K 1.63% 18
2021
Q3 		$10.3M Sell
111,546
-1,132
-1% -$99.2K 1.65% 13
2021
Q2 		$9.22M Sell
112,678
-1,478
-1% -$107K 1.5% 19
2021
Q1 		$7.59M Sell
114,156
-7,223
-6% -$487K 1.32% 23
2020
Q4 		$8.16M Sell
121,379
-2,383
-2% -$154K 1.57% 17
2020
Q3 		$7.31M Sell
123,762
-1,836
-1% -$105K 1.65% 19
2020
Q2 		$6.99M Buy
125,598
+59,099
+89% +$3.44M 1.7% 17
2020
Q1 		$3.47M Buy
+66,499
New +$3.45M 0.92% 43

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

West Coast Financial's HLI Position: Q2 2025 in Review

West Coast Financial sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 17,930 shares — an estimated $2.9M sold.

West Coast Financial first reported a position in HLI in Q1 2020 and held it in 21 quarters. The position peaked at $11.9M in Q3 2023. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • West Coast Financial reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 17,930 Houlihan Lokey shares in Q2 2025, an estimated $2.9M.
  • West Coast Financial first reported a position in Houlihan Lokey in Q1 2020 and held it in 21 quarters.
  • West Coast Financial's Houlihan Lokey position peaked at $11.9M in Q3 2023.
  • 548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.