Pinnacle Wealth Planning Services, Inc.

Position in BNS — Bank Of Nova Scotia

CIK 1726752 MANSFIELD, OH

Position in BNS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$21,449

+$4,330 QoQ

Shares Held

247

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#468

of 531 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. BNS ranks #18 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,449	247	0.0%	Shares	Sole	2026-08-07
2026-03-31	$17,119	247	0.0%	Shares	Sole	2026-05-11
2025-12-31	$18,201	247	-96.1%	Shares	Sole	2026-02-13
2023-09-30	$291,046	6,384	-1.8%	Shares	Sole	2023-11-08
2023-06-30	$325,159	6,498	0.0%	Shares	Sole	2023-08-07
2023-03-31	$327,239	6,498	+1.4%	Shares	Sole	2023-05-03
2022-12-31	$313,765	6,406	+49.7%	Shares	Sole	2023-02-13
2022-06-30	$253,418	4,280	+2331.8%	Shares	Sole	2022-08-03
2020-12-31	$9,511	176	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.