Parkside Financial Bank & Trust
BankPosition in HLI — Houlihan Lokey, Inc.
CIK 1455267
SAINT LOUIS, MO
Position in HLI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$31,882
-$14,800 QoQ
Shares Held
222
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $6,674,832 across 32 Capital Markets names. HLI ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,911 | $2,618,472 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,366 | $2,001,611 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,575 | $805,878 | |
| 4 | SF |
Stifel Financial Corp
|
5,292 | $391,184 | |
| 5 | SNEX |
StoneX Group Inc.
|
3,309 | $177,913 | |
| 6 | MC |
Moelis & Co
|
3,108 | $177,156 | |
| 7 | BGC |
BGC Group, Inc.
|
10,333 | $101,056 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
742 | $70,793 |
All Filings in HLI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,882 | 222 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $46,682 | 268 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,237 | 308 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,393 | 130 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,541 | 121 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,630 | 257 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $34,606 | 219 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $23,600 | 175 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $15,510 | 121 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,957 | 33 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,534 | 33 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,244 | 33 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,887 | 33 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,803 | 101 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,125 | 68 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,367 | 68 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,970 | 68 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,323 | 177 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||