Position in BBD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$544
-$29 QoQ
Shares Held
157
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 303 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $16,447,078 across 157 Banks - Regional names. BBD ranks #153 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
17,363 | $978,752 | |
| 2 | USB |
US Bancorp De
|
12,570 | $759,228 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
40,263 | $713,862 | |
| 4 | ACNB |
Acnb Corp
|
11,363 | $674,734 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,567 | $632,046 | |
| 6 | IBN |
Icici Bank Ltd
|
19,207 | $557,579 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
50,368 | $482,525 | |
| 8 | TFC |
Truist Financial Corp
|
8,613 | $429,099 |
All Filings in BBD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544 | 157 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $573 | 157 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $522 | 157 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $24,191 | 10,848 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $46,326 | 17,416 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $59,948 | 20,961 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $81,200 | 23,200 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $64,418 | 22,603 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $79,624 | 23,013 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $53,746 | 20,514 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $48,015 | 16,672 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $80,459 | 21,864 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $81,340 | 24,951 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $103,782 | 22,367 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $43,399 | 12,690 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $6,159 | 1,171 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||