Costello Asset Management, INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1760145
FEASTERVILLE, PA
Position in IBKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$802,334
+$201,521 QoQ
Shares Held
9,218
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#616
of 1,105 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR 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. IBKR ranks #2 (37.2% 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.
This page
|
9,218 | $802,334 | |
| 3 | GS |
Goldman Sachs Group Inc
|
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 IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,334 | 9,218 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $600,813 | 8,958 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $484,575 | 7,535 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $451,049 | 6,555 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $285,472 | 5,152 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||