Costello Asset Management, INC
Position in PIPR — Piper Sandler Companies
CIK 1760145
FEASTERVILLE, PA
Position in PIPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$28,936
-$1,684 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 414 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIPR 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. PIPR ranks #4 (1.3% 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
|
120 | $121,364 | |
| 4 | PIPR |
Piper Sandler Companies
This page
|
400 | $28,936 | |
| 5 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 6 | MS |
Morgan Stanley
|
36 | $7,525 |
All Filings in PIPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,936 | 400 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,620 | 400 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||