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PARK SQUARE FINANCIAL GROUP, LLC 13F portfolio summary

PARK SQUARE FINANCIAL GROUP, LLC of PARK SQUARE FINANCIAL GROUP, LLC has 240 current stock holdings with a reported portfolio value of $13.2M. The portfolio 1 year return is +19.81%. Top holdings include ICVT (0.00%), CW (0.00%), FLCB (0.00%), FLOT (0.00%), JFLX (0.00%).

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PARK SQUARE FINANCIAL GROUP, LLC

PARK SQUARE FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

PARK SQUARE FINANCIAL GROUP, LLC runs PARK SQUARE FINANCIAL GROUP, LLC and currently holds 240 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $13.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PARK SQUARE FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PARK SQUARE FINANCIAL GROUP, LLC's portfolio at PARK SQUARE FINANCIAL GROUP, LLC has delivered returns of +19.81%. Their 3-year annualized return is +14.62%. Looking at the 5-year horizon, PARK SQUARE FINANCIAL GROUP, LLC has achieved +14.62% annualized returns at PARK SQUARE FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.81%
#0/1000
3 Year
+14.62%
#0/1000
5 Year
+14.62%
#0/1000

Portfolio Value

$13.17M

Alpha Score

14.3

#0 of 1000

Holdings

240

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change