REGIONS FINANCIAL CORP

Position in HLI — Houlihan Lokey, Inc.

CIK 1281761 BIRMINGHAM, AL

Position in HLI

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$2,359,532

-$861,241 QoQ

Shares Held

16,429

-11.1% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

REGIONS FINANCIAL CORP holds $114,850,964 across 6 Capital Markets names. HLI ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	82,191	$69,532,763
2	MS	Morgan Stanley	196,183	$32,285,836
3	MC	Moelis & Co	91,547	$5,218,179
4	SF	Stifel Financial Corp	47,348	$3,499,964
5	HLI	Houlihan Lokey, Inc. This page	16,429	$2,359,532
6	SCHW	Schwab Charles Corp	20,799	$1,954,690

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,359,532	16,429	-11.1%	Shares	Defined	2026-05-05
2025-12-31	$3,220,773	18,490	+2.2%	Shares	Defined	2026-01-27
2025-09-30	$3,714,238	18,090	+1.2%	Shares	Defined	2025-11-19
2025-06-30	$3,218,225	17,884	+29.1%	Shares	Defined	2025-07-29
2025-03-31	$2,236,775	13,850	-31.3%	Shares	Defined	2025-05-08
2024-12-31	$3,500,985	20,160	-3.0%	Shares	Defined	2025-02-14
2024-09-30	$3,285,393	20,791	-0.7%	Shares	Defined	2024-11-14
2024-06-30	$2,823,563	20,937	-1.7%	Shares	Defined	2024-07-31
2024-03-31	$2,729,036	21,289	-0.9%	Shares	Defined	2024-04-23
2023-12-31	$2,575,786	21,481	-0.3%	Shares	Defined	2024-02-06
2023-09-30	$2,308,650	21,552	-3.2%	Shares	Defined	2023-11-01
2023-06-30	$2,188,675	22,263	+0.2%	Shares	Defined	2023-08-09
2023-03-31	$1,943,327	22,212	+2.8%	Shares	Defined	2023-05-12
2022-12-31	$1,883,963	21,615	-4.0%	Shares	Defined	2023-02-06
2022-09-30	$1,697,782	22,523	+6.5%	Shares	Defined	2022-11-03
2022-06-30	$1,669,132	21,147	-12.9%	Shares	Defined	2022-07-25
2022-03-31	$2,132,486	24,288	+1.8%	Shares	Defined	2022-04-25
2021-12-31	$2,470,918	23,869	+2.5%	Shares	Defined	2022-01-31
2021-09-30	$2,144,455	23,284	+5.3%	Shares	Defined	2021-11-04
2021-06-30	$1,808,703	22,114	+1.8%	Shares	Defined	2021-07-27
2021-03-31	$1,444,596	21,720	+1.0%	Shares	Defined	2021-06-02
2020-12-31	$1,446,250	21,512	-2.7%	Shares	Defined	2021-02-05
2020-09-30	$1,305,476	22,108	-20.9%	Shares	Defined	2020-10-15
2020-06-30	$1,555,192	27,951	+37.9%	Shares	Defined	2020-07-27
2020-03-31	$1,056,523	20,271	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.