Pinnacle Wealth Planning Services, Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1726752
MANSFIELD, OH
Position in PNC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$529,380
-$26,676 QoQ
Shares Held
2,544
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $14,469,690 across 161 Banks - Regional names. PNC ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
18,367 | $853,330 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
40,336 | $631,258 | |
| 3 | USB |
US Bancorp De
|
11,925 | $620,219 | |
| 4 | ACNB |
Acnb Corp
|
11,363 | $543,946 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,544 | $529,380 | |
| 6 | IBN |
Icici Bank Ltd
|
19,402 | $502,511 | |
| 7 | TFC |
Truist Financial Corp
|
9,462 | $434,968 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
50,767 | $403,089 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,380 | 2,544 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $556,056 | 2,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $519,604 | 2,586 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $449,085 | 2,409 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $407,786 | 2,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $452,618 | 2,347 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $445,858 | 2,412 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $380,615 | 2,448 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $416,766 | 2,579 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $390,376 | 2,521 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $358,733 | 2,922 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $370,040 | 2,938 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $443,578 | 3,490 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $488,665 | 3,094 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $640,712 | 4,288 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $627,451 | 3,977 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $657,195 | 3,563 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $677,155 | 3,377 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $569,508 | 2,911 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $516,768 | 2,709 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $480,447 | 2,739 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $421,521 | 2,829 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $266,751 | 2,427 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $260,604 | 2,477 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $290,318 | 3,033 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||