PARK AVENUE SECURITIES LLC
Broker-DealerPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1071640
NEW YORK, NY
Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,290,629
+$364,527 QoQ
Shares Held
14,828
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#527
of 1,105 holders
Holding Since
Sep 2024
7 quarters on record
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $62,832,041 across 15 Capital Markets names. IBKR ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
14,828 | $1,290,629 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
22,324 | $1,115,753 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,629 | 14,828 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $926,102 | 13,808 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $537,374 | 8,356 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $613,785 | 8,920 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $416,461 | 7,516 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $379,133 | 2,146 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $204,859 | 1,470 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||