Zurich Cantonal Bank
HLI icon

Zurich Cantonal Bank’s Houlihan Lokey HLI Stock Holding History

Zurich Cantonal 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 		– Sell
-18,661
Closed -$3.25M – 2988
2025
Q4 		$3.25M Buy
+18,661
New +$3.43M 0.01% 764

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 $3.38T AUM 44.17% 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

Zurich Cantonal Bank's HLI Position: Q2 2026 in Review

Zurich Cantonal Bank held its Houlihan Lokey (HLI) position steady in Q2 2026 at 22,281 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #922.

Zurich Cantonal Bank first reported a position in HLI in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.42M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Zurich Cantonal Bank held 22,281 shares of Houlihan Lokey worth $2.99M as of Q2 2026.
  • Zurich Cantonal Bank left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #922 holding.
  • Zurich Cantonal Bank first reported a position in Houlihan Lokey in Q4 2017 and has held it in 34 quarters since.
  • Zurich Cantonal Bank's Houlihan Lokey position peaked at $3.42M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.