Pinnacle Wealth Planning Services, Inc.
Position in CBU — Community Financial System, Inc.
CIK 1726752
MANSFIELD, OH
Position in CBU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,565
+$4,712 QoQ
Shares Held
217
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 275 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $16,447,078 across 157 Banks - Regional names. CBU ranks #118 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
17,363 | $978,752 | |
| 2 | USB |
US Bancorp De
|
12,570 | $759,228 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
40,263 | $713,862 | |
| 4 | ACNB |
Acnb Corp
|
11,363 | $674,734 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,567 | $632,046 | |
| 6 | IBN |
Icici Bank Ltd
|
19,207 | $557,579 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
50,368 | $482,525 | |
| 8 | TFC |
Truist Financial Corp
|
8,613 | $429,099 |
All Filings in CBU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,565 | 217 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,853 | 168 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,044 | 53 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $10,716 | 172 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||