Pinnacle Wealth Planning Services, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1726752
MANSFIELD, OH
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,082,695
+$164,737 QoQ
Shares Held
7,487
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#894
of 1,868 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY 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. BNY ranks #4 (5.1% 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
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|
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 BNY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,695 | 7,487 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $917,958 | 7,738 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $938,123 | 8,081 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $853,156 | 7,830 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $679,771 | 7,461 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $495,336 | 5,906 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $443,309 | 5,770 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $542,255 | 7,546 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $456,242 | 7,618 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $436,356 | 7,573 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $387,408 | 7,443 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $322,988 | 7,573 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $337,328 | 7,577 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $364,927 | 8,031 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $365,753 | 8,035 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $221,688 | 5,315 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $341,161 | 5,874 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $18,037 | 425 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||