Peak Retirement Planning, Inc.
PensionPosition in PRK — Park National Corp /Oh/
CIK 2056697
COLUMBUS, OH
Position in PRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$359,758
+$40,541 QoQ
Shares Held
1,966
+0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#154
of 271 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $568,880 across 2 Banks - Regional names. PRK ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRK |
Park National Corp /Oh/
This page
|
1,966 | $359,758 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
4,563 | $209,122 |
All Filings in PRK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,758 | 1,966 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $319,217 | 1,953 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $295,229 | 1,940 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||