Pinnacle Wealth Planning Services, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1726752
MANSFIELD, OH
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,839,256
+$407,216 QoQ
Shares Held
49,829
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,253
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. BAC ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,898 | $8,477,192 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
49,829 | $2,839,256 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,799 | $1,470,909 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,487 | $1,082,695 | |
| 5 | BCS |
Barclays PLC
|
37,563 | $1,008,942 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
10,263 | $975,908 | |
| 7 | SAN |
Banco Santander, S.A.
|
62,194 | $858,277 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,865 | $774,956 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,839,256 | 49,829 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,432,040 | 49,888 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,827,330 | 51,406 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,617,986 | 50,746 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,578,216 | 33,352 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,423,493 | 34,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,484,543 | 33,778 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,500,142 | 37,806 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,544,984 | 38,848 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,490,445 | 39,305 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,295,049 | 38,463 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $908,577 | 33,184 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $975,287 | 33,994 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,041,068 | 36,401 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,618,474 | 48,867 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,485,568 | 49,191 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,511,454 | 48,553 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,570,729 | 38,106 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,746,410 | 39,254 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,597,733 | 37,638 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,495,700 | 36,277 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,409,554 | 36,432 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,028,659 | 33,938 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $807,471 | 33,519 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $819,636 | 34,511 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $880,280 | 41,464 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||