Zurich Cantonal Bank
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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Cantonal Bank's HLI Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Houlihan Lokey (HLI) in Q1 2026: 22,281 shares worth $3.2M. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in HLI as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in HLI in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.42M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Zurich Cantonal Bank held 22,281 shares of Houlihan Lokey worth $3.2M as of Q1 2026.
  • Houlihan Lokey was a new Zurich Cantonal Bank position in Q1 2026.
  • Houlihan Lokey made up 0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #808 holding.
  • Zurich Cantonal Bank first reported a position in Houlihan Lokey in Q4 2017 and has held it in 33 quarters since.
  • Zurich Cantonal Bank's Houlihan Lokey position peaked at $3.42M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.