Pinnacle Wealth Planning Services, Inc.
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1726752
MANSFIELD, OH
Position in BBVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,051
+$54,098 QoQ
Shares Held
11,694
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#323
of 522 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Derivatives in BBVA
reported options exposure · as of Jun 30, 2021CallValue
$247,046
CallShares
39,782
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. BBVA ranks #15 (1.4% 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/
|
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 BBVA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,051 | 11,694 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,953 | 11,032 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $253,076 | 10,857 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $202,375 | 10,513 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $172,466 | 11,221 | Shares | Sole | 2025-08-11 | |
| 2022-06-30 | $91,511 | 20,246 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $184,287 | 32,388 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $207,662 | 35,377 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $247,777 | 37,599 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $247,046 | 39,782 | Call | Sole | 2021-08-02 | |
| 2021-03-31 | $237,556 | 45,509 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $284,884 | 57,669 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $147,600 | 53,869 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $102,955 | 30,281 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $96,389 | 31,500 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||