Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,008,942
+$165,187 QoQ
Shares Held
37,563
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#197
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS 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. BCS ranks #5 (4.7% 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
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|
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 BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,942 | 37,563 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $843,755 | 39,875 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,022,937 | 40,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $922,626 | 44,636 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $909,106 | 48,903 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $692,090 | 45,058 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $685,046 | 51,546 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $726,241 | 59,773 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $652,399 | 60,915 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $575,977 | 60,950 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $483,540 | 61,363 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $435,196 | 55,866 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $432,535 | 55,030 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $382,708 | 53,228 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $379,844 | 48,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $359,347 | 56,148 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $366,297 | 48,197 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $314,341 | 39,790 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $407,251 | 39,348 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $389,569 | 37,749 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $394,530 | 40,884 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $458,743 | 44,843 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $383,527 | 48,001 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $271,241 | 54,140 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $252,526 | 44,616 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $184,230 | 40,669 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||