Position in IBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$557,579
+$55,068 QoQ
Shares Held
19,207
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#305
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBN 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. IBN ranks #6 (3.4% 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
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|
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 IBN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,579 | 19,207 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $502,511 | 19,402 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $598,205 | 20,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $607,955 | 20,111 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $683,329 | 20,313 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $757,961 | 24,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $706,159 | 23,649 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,201,402 | 40,248 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,166,228 | 40,480 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,088,356 | 41,210 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $921,654 | 38,660 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $890,674 | 38,524 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $882,163 | 38,222 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $852,712 | 39,514 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $647,900 | 29,598 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $578,709 | 27,597 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $485,259 | 27,354 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $326,165 | 17,221 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $347,116 | 17,540 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $212,891 | 11,282 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $192,922 | 11,282 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $180,850 | 11,282 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $164,217 | 11,051 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $108,631 | 11,051 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $105,237 | 11,328 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $109,106 | 12,836 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||