Pinnacle Wealth Planning Services, Inc.

Position in UBS — UBS Group AG

CIK 1726752 MANSFIELD, OH

Position in UBS

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

Position Value

$659,445

+$150,324 QoQ

Shares Held

13,306

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#365

of 758 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. UBS ranks #11 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	62,194	$858,277
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	32,865	$774,956

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$659,445	13,306	+2.1%	Shares	Sole	2026-08-07
2026-03-31	$509,121	13,031	+4.2%	Shares	Sole	2026-05-11
2025-12-31	$579,338	12,510	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$505,161	12,321	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$423,696	12,528	+14.2%	Shares	Sole	2025-08-11
2025-03-31	$335,949	10,968	-10.2%	Shares	Sole	2025-05-15
2024-09-30	$377,442	12,211	+0.9%	Shares	Sole	2024-11-13
2024-06-30	$357,670	12,108	+80.2%	Shares	Sole	2024-08-09
2024-03-31	$206,376	6,718	-42.0%	Shares	Sole	2024-05-10
2023-12-31	$357,945	11,584	-1.0%	Shares	Sole	2024-02-08
2023-09-30	$288,380	11,699	-3.3%	Shares	Sole	2023-11-08
2022-06-30	$196,164	12,094	+362.7%	Shares	Sole	2022-08-03
2020-12-31	$36,934	2,614	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.