PARK AVENUE SECURITIES LLC
Broker-DealerPosition in LPLA — LPL Financial Holdings Inc.
CIK 1071640
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$588,147
-$104,062 QoQ
Shares Held
2,088
-9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 761 holders
Holding Since
Jun 2021
18 quarters on record
Common Shares in LPLA 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. LPLA ranks #10 (0.9% 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.
|
14,828 | $1,290,629 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
22,324 | $1,115,753 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,147 | 2,088 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $692,209 | 2,301 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $1,199,347 | 3,605 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,561,000 | 4,163 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,354,686 | 4,141 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,256,736 | 3,849 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $846,540 | 3,639 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,206,190 | 7,899 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,951,381 | 7,386 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,955,483 | 8,591 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,344,179 | 9,864 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $1,675,749 | 7,752 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,649,742 | 7,551 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,229,005 | 6,662 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $637,918 | 3,492 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $420,876 | 2,629 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $278,405 | 1,776 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $217,857 | 1,614 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||