Position in HLI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$208,840
-$14,776 QoQ
Shares Held
1,557
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 517 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KBC Group NV holds $937,513,134 across 30 Capital Markets names. HLI ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,231 | $352,280,687 | |
| 2 | GS |
Goldman Sachs Group Inc
|
310,391 | $313,920,144 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
2,028,985 | $176,602,853 | |
| 4 | SCHW |
Schwab Charles Corp
|
655,451 | $60,478,463 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
122,485 | $12,282,794 | |
| 6 | XP |
XP Inc.
|
271,094 | $4,407,988 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,835 | $3,615,362 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,212 | $3,559,175 |
All Filings in HLI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,840 | 1,557 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $223,616 | 1,557 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $271,213 | 1,557 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $319,683 | 1,557 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $249,590 | 1,387 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $370,642 | 2,295 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $3,456,354 | 19,903 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $203,213 | 1,286 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $173,429 | 1,286 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $144,341 | 1,126 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $107,079 | 893 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $81,196 | 758 | Shares | Defined | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||