PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in MS — Morgan Stanley

CIK 1071640 NEW YORK, NY

Position in MS

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

Position Value

$15,376,564

+$3,857,487 QoQ

Shares Held

73,558

+5.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#471

of 2,723 holders

Holding Since

Jun 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $62,832,041 across 15 Capital Markets names. MS ranks #3 (24.5% 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 This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,376,564	73,558	+5.1%	Shares	Sole	2026-07-20
2026-03-31	$11,519,077	69,995	+2.9%	Shares	Sole	2026-04-07
2025-12-31	$12,074,170	68,012	+4.1%	Shares	Sole	2026-01-05
2025-09-30	$10,389,784	65,361	+2.5%	Shares	Sole	2025-10-23
2025-06-30	$8,983,205	63,774	+13.7%	Shares	Sole	2025-07-14
2025-03-31	$6,542,620	56,078	+91.4%	Shares	Sole	2025-04-14
2024-12-31	$3,683,596	29,300	+22.4%	Shares	Sole	2025-01-14
2024-09-30	$2,494,671	23,932	-9.3%	Shares	Sole	2024-10-03
2024-06-30	$2,565,135	26,393	+12.7%	Shares	Sole	2024-07-09
2024-03-31	$2,205,603	23,424	-9.6%	Shares	Sole	2024-04-10
2023-12-31	$2,415,454	25,903	+7.7%	Shares	Sole	2024-01-10
2023-09-30	$1,963,346	24,040	-0.2%	Shares	Sole	2023-10-26
2023-06-30	$2,057,798	24,096	+11.5%	Shares	Sole	2023-07-14
2023-03-31	$1,897,797	21,615	+0.8%	Shares	Sole	2023-04-18
2022-12-31	$1,823,593	21,449	-21.8%	Shares	Sole	2023-01-24
2022-09-30	$2,166,138	27,416	-3.0%	Shares	Sole	2022-11-01
2022-06-30	$2,150,216	28,270	+0.4%	Shares	Sole	2022-07-27
2022-03-31	$2,459,960	28,146	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$2,766,148	28,180	+6.9%	Shares	Sole	2022-04-08
2021-09-30	$2,565,480	26,364	+3.4%	Shares	Sole	2021-10-21
2021-06-30	$2,338,186	25,501	+16.7%	Shares	Sole	2021-08-05
2021-03-31	$1,696,560	21,846	+20.2%	Shares	Sole	2021-04-28
2020-12-31	$1,245,395	18,173	+26.7%	Shares	Sole	2021-01-20
2020-09-30	$693,387	14,341	+11.3%	Shares	Sole	2020-11-03
2020-06-30	$622,200	12,882	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.