COOKSON PEIRCE & CO INC

Position in SCHW — Schwab Charles Corp

CIK 1141455 PITTSBURGH, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,924,659

+$66,581 QoQ

Shares Held

20,859

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#948

of 2,304 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COOKSON PEIRCE & CO INC holds $83,502,959 across 7 Capital Markets names. SCHW ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	372,439	$32,417,090
2	GS	Goldman Sachs Group Inc	24,067	$24,340,641
3	EVR	Evercore Inc.	57,371	$19,588,754
4	MS	Morgan Stanley	16,346	$3,416,967
5	SCHW	Schwab Charles Corp This page	20,859	$1,924,659
6	SNEX	StoneX Group Inc.	19,512	$1,541,448
7	GLXY	Galaxy Digital Inc.	10,000	$273,400

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,924,659	20,859	+5.5%	Shares	Sole	2026-07-23
2026-03-31	$1,858,078	19,771	+11.1%	Shares	Sole	2026-04-30
2025-12-31	$1,777,898	17,795	+16.1%	Shares	Sole	2026-02-11
2025-09-30	$1,462,982	15,324	+0.4%	Shares	Sole	2025-11-06
2025-06-30	$1,392,504	15,262	+28.5%	Shares	Sole	2025-07-30
2025-03-31	$929,888	11,879	-53.4%	Shares	Sole	2025-05-13
2022-12-31	$2,122,713	25,495	+107.5%	Shares	Sole	2023-01-31
2022-03-31	$1,035,664	12,284	+11.6%	Shares	Sole	2022-05-03
2021-12-31	$926,109	11,012	-10.3%	Shares	Sole	2022-01-31
2021-09-30	$894,693	12,283	+3.2%	Shares	Sole	2021-11-04
2021-06-30	$866,293	11,898	+10.9%	Shares	Sole	2021-08-03
2021-03-31	$698,990	10,724	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.