Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$763,061
+$141,915 QoQ
Shares Held
5,452
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,488
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C 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. C ranks #9 (3.6% 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 C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,061 | 5,452 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $621,146 | 5,477 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $642,028 | 5,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $543,938 | 5,359 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $468,500 | 5,504 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $392,574 | 5,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,411 | 5,106 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $309,306 | 4,941 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $314,571 | 4,957 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $271,615 | 4,295 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $212,498 | 4,131 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $326,901 | 7,948 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $593,638 | 12,894 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $625,183 | 13,333 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $484,412 | 10,710 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $335,109 | 8,042 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $360,009 | 7,828 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $448,346 | 8,396 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $502,565 | 8,322 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $640,322 | 9,124 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $632,151 | 8,935 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $646,456 | 8,886 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $486,743 | 7,894 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $335,611 | 7,785 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $398,375 | 7,796 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $364,295 | 8,649 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||