BENJAMIN EDWARDS INC

Position in HLI — Houlihan Lokey, Inc.

CIK 1451623 Clayton, MO

Position in HLI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$266,381

-$7,501 QoQ

Shares Held

1,986

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#346

of 514 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BENJAMIN EDWARDS INC holds $35,754,075 across 11 Capital Markets names. HLI ranks #9 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,883	$11,006,739
2	SF	Stifel Financial Corp	124,288	$8,671,573
3	MS	Morgan Stanley	31,667	$6,619,669
4	HOOD	Robinhood Markets, Inc.	39,104	$3,921,348
5	SCHW	Schwab Charles Corp	15,162	$1,398,997
6	IBKR	Interactive Brokers Group, Inc.	15,788	$1,374,186
7	PIPR	Piper Sandler Companies	14,263	$1,031,785
8	CRCL	Circle Internet Group, Inc.	15,946	$998,697

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,381	1,986	+4.1%	Shares	Defined	2026-07-24
2026-03-31	$273,882	1,907	-14.1%	Shares	Defined	2026-05-12
2025-12-31	$386,526	2,219	+15.9%	Shares	Defined	2026-02-02
2025-09-30	$393,187	1,915	+17.1%	Shares	Defined	2025-10-23
2024-12-31	$284,107	1,636	+5.7%	Shares	Defined	2025-02-14
2024-09-30	$244,614	1,548	+17100.0%	Shares	Defined	2024-11-14
2024-06-30	$1	9	-99.8%	Shares	Defined	2024-08-12
2021-09-30	$357,255	3,879	-13.6%	Shares	Defined	2021-11-02
2021-06-30	$367,237	4,490	+6.5%	Shares	Defined	2021-08-11
2021-03-31	$280,406	4,216	-13.0%	Shares	Defined	2021-05-14
2020-12-31	$325,863	4,847	-11.4%	Shares	Defined	2021-02-16
2020-09-30	$322,944	5,469	+1419.2%	Shares	Defined	2020-11-16
2020-06-30	$20,030	360	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.