Pinnacle Wealth Planning Services, Inc.
Position in SAN — Banco Santander, S.A.
CIK 1726752
MANSFIELD, OH
Position in SAN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$858,277
+$140,249 QoQ
Shares Held
62,194
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#215
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. SAN ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,898 | $8,477,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,829 | $2,839,256 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,799 | $1,470,909 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,487 | $1,082,695 | |
| 5 | BCS |
Barclays PLC
|
37,563 | $1,008,942 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
10,263 | $975,908 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
62,194 | $858,277 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,865 | $774,956 |
All Filings in SAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,277 | 62,194 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $718,028 | 63,655 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $799,563 | 68,164 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $717,597 | 68,473 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $574,285 | 69,191 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $392,224 | 58,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $251,643 | 55,185 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $347,932 | 68,222 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $315,867 | 68,222 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $330,194 | 68,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $282,716 | 68,289 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $252,510 | 67,157 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $249,623 | 67,284 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $257,111 | 69,678 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $205,452 | 69,645 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $89,577 | 38,611 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $200,880 | 71,743 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $188,137 | 55,662 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $170,158 | 51,720 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $177,513 | 49,037 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $158,546 | 40,549 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $127,153 | 37,071 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $108,854 | 35,690 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $58,461 | 31,601 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $69,432 | 28,810 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $88,242 | 37,550 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||