PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in HLI — Houlihan Lokey, Inc.

CIK 1071640 NEW YORK, NY

Position in HLI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$765,882

-$250,516 QoQ

Shares Held

5,710

-19.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#251

of 514 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $62,832,041 across 15 Capital Markets names. HLI ranks #9 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,690	$17,891,135
2	HOOD	Robinhood Markets, Inc.	162,647	$16,310,241
3	MS	Morgan Stanley	73,558	$15,376,564
4	SCHW	Schwab Charles Corp	44,419	$4,098,541
5	SF	Stifel Financial Corp	25,413	$1,773,065
6	PIPR	Piper Sandler Companies	20,803	$1,504,889
7	IBKR	Interactive Brokers Group, Inc.	14,828	$1,290,629
8	JEF	Jefferies Financial Group Inc.	22,324	$1,115,753

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765,882	5,710	-19.3%	Shares	Sole	2026-07-20
2026-03-31	$1,016,398	7,077	-15.3%	Shares	Sole	2026-04-07
2025-12-31	$1,455,531	8,356	-6.9%	Shares	Sole	2026-01-05
2025-09-30	$1,842,747	8,975	-0.7%	Shares	Sole	2025-10-23
2025-06-30	$1,627,107	9,042	-1.5%	Shares	Sole	2025-07-14
2025-03-31	$1,483,054	9,183	-1.2%	Shares	Sole	2025-04-14
2024-12-31	$1,614,343	9,296	+20.8%	Shares	Sole	2025-01-14
2024-09-30	$1,216,279	7,697	-9.8%	Shares	Sole	2024-10-03
2024-06-30	$1,150,625	8,532	+1.4%	Shares	Sole	2024-07-09
2024-03-31	$1,078,334	8,412	-13.1%	Shares	Sole	2024-04-10
2023-12-31	$1,160,608	9,679	-4.1%	Shares	Sole	2024-01-10
2023-09-30	$1,081,483	10,096	-14.3%	Shares	Sole	2023-10-26
2023-06-30	$1,157,600	11,775	+9.1%	Shares	Sole	2023-07-14
2023-03-31	$944,192	10,792	+8.0%	Shares	Sole	2023-04-18
2022-12-31	$871,251	9,996	+1.4%	Shares	Sole	2023-01-24
2022-09-30	$742,869	9,855	-11.8%	Shares	Sole	2022-11-01
2022-06-30	$881,569	11,169	+8.7%	Shares	Sole	2022-07-27
2022-03-31	$902,496	10,279	+11.3%	Shares	Sole	2022-04-29
2021-12-31	$956,317	9,238	+53.4%	Shares	Sole	2022-04-08
2021-09-30	$554,534	6,021	+3.4%	Shares	Sole	2021-10-21
2021-06-30	$476,181	5,822	+30.6%	Shares	Sole	2021-08-05
2021-03-31	$296,435	4,457	+43.0%	Shares	Sole	2021-04-28
2020-12-31	$209,555	3,117	-13.4%	Shares	Sole	2021-01-20
2020-09-30	$212,461	3,598	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.