Pinnacle Wealth Planning Services, Inc.
Position in CFFN — Capitol Federal Financial, Inc.
CIK 1726752
MANSFIELD, OH
Position in CFFN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$64,344
+$10,591 QoQ
Shares Held
7,561
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#187
of 244 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $16,591,777 across 157 Banks - Regional names. CFFN ranks #60 (0.4% 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 CFFN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,344 | 7,561 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,753 | 7,539 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $50,625 | 7,434 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $114,240 | 20,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $119,116 | 20,155 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $206,969 | 35,440 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $194,971 | 35,514 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $212,420 | 35,641 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $229,065 | 35,514 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $74,354 | 12,051 | Shares | Sole | 2023-08-07 | |
| 2020-12-31 | $1,837 | 147 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||