Pinnacle Wealth Planning Services, Inc.
Position in TFC — Truist Financial Corp
CIK 1726752
MANSFIELD, OH
Position in TFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$434,968
-$3,837 QoQ
Shares Held
9,462
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #7 (3.0% 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.
|
2,544 | $529,380 | |
| 6 | IBN |
Icici Bank Ltd
|
19,402 | $502,511 | |
| 7 | TFC |
Truist Financial Corp
This page
|
9,462 | $434,968 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
50,767 | $403,089 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434,968 | 9,462 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $438,805 | 8,917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $411,205 | 8,994 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $253,540 | 5,928 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $234,925 | 6,047 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $237,700 | 6,098 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $224,953 | 6,093 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $312,321 | 9,159 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $367,906 | 8,550 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $224,579 | 5,158 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $373,985 | 7,885 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $563,484 | 9,938 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $466,877 | 7,974 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $441,341 | 7,525 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $394,216 | 7,103 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $414,363 | 7,105 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $165,693 | 3,457 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||