Pinnacle Wealth Planning Services, Inc.

Position in STT — State Street Corp

CIK 1726752 MANSFIELD, OH

Position in STT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$864,628

+$169,602 QoQ

Shares Held

12,582

+8.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $15,747,921 across 155 Asset Management names. STT ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	234,924	$2,466,702
2	KKR	KKR & Co. Inc.	19,207	$1,762,818
3	BLK	BlackRock, Inc.	1,133	$1,089,447
4	STT	State Street Corp This page	12,582	$864,628
5	IVZ	Invesco Ltd.	44,965	$853,431
6	BX	Blackstone Inc.	3,883	$456,912
7	WT	WisdomTree, Inc.	23,920	$405,204
8	AMP	Ameriprise Financial Inc	844	$387,193

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,974	1,639	+1.6%	Shares	Sole	2026-08-07
2026-03-31	$204,141	1,613	+1.1%	Shares	Sole	2026-05-11
2025-12-31	$205,770	1,595	-41.8%	Shares	Sole	2026-02-13
2024-09-30	$242,319	2,739	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$203,722	2,753	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$211,392	2,734	+0.8%	Shares	Sole	2024-05-10
2023-12-31	$210,148	2,713	-1.1%	Shares	Sole	2024-02-08
2023-06-30	$200,659	2,742	-0.9%	Shares	Sole	2023-08-07
2023-03-31	$209,434	2,767	+0.4%	Shares	Sole	2023-05-03
2022-12-31	$213,860	2,757	+649.2%	Shares	Sole	2023-02-13
2020-12-31	$26,782	368	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.