OneAscent Investment Solutions LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1974438
BIRMINGHAM, AL
Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$285,428
-$117,569 QoQ
Shares Held
2,128
-24.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#337
of 514 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OneAscent Investment Solutions LLC holds $901,830 across 3 Capital Markets names. HLI ranks #2 (31.6% of the industry book) .
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,428 | 2,128 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $402,997 | 2,806 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $489,996 | 2,813 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $553,542 | 2,696 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $518,795 | 2,883 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $511,470 | 3,167 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||