Costello Asset Management, INC
Position in GS — Goldman Sachs Group Inc
CIK 1760145
FEASTERVILLE, PA
Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$121,364
-$22,454 QoQ
Shares Held
120
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,924
of 3,124 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Costello Asset Management, INC holds $2,154,832 across 6 Capital Markets names. GS ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
12,784 | $1,179,579 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
9,218 | $802,334 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
120 | $121,364 | |
| 4 | PIPR |
Piper Sandler Companies
|
400 | $28,936 | |
| 5 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 6 | MS |
Morgan Stanley
|
36 | $7,525 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,364 | 120 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $143,818 | 170 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $149,430 | 170 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $135,379 | 170 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $120,317 | 170 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $258,941 | 474 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $138,574 | 242 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $56,937 | 115 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $40,708 | 90 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $25,061 | 60 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $23,146 | 60 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $19,414 | 60 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $1,308 | 4 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,373 | 4 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $18,755 | 64 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $80,195 | 270 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $88,796 | 269 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $100,993 | 264 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $77,118 | 204 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $86,532 | 228 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $74,229 | 227 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $59,862 | 227 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $45,419 | 226 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $44,464 | 225 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||