Pinnacle Wealth Planning Services, Inc.
Position in KB — KB Financial Group Inc.
CIK 1726752
MANSFIELD, OH
Position in KB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$383,628
+$50,730 QoQ
Shares Held
3,655
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#212
of 361 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KB 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. KB ranks #11 (2.3% 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 KB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,628 | 3,655 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $332,898 | 3,338 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $291,245 | 3,385 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $281,064 | 3,390 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $287,165 | 3,477 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $225,314 | 4,164 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,931 | 4,164 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $428,483 | 6,939 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $392,816 | 6,939 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $361,313 | 6,939 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $264,685 | 6,398 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $263,268 | 6,404 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $217,380 | 5,972 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $229,482 | 6,301 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $347,523 | 7,117 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $276,821 | 5,997 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $204,853 | 4,414 | Shares | Sole | 2021-10-29 | |
| 2020-12-31 | $111,909 | 2,826 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||