Pinnacle Wealth Planning Services, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1726752
MANSFIELD, OH
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,470,909
+$48,677 QoQ
Shares Held
17,799
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,146
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC 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. WFC ranks #3 (6.9% 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
This page
|
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 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,909 | 17,799 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,422,232 | 17,865 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,709,567 | 18,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,500,797 | 17,905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,173,437 | 14,646 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,179,366 | 16,428 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,044,187 | 14,866 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $856,049 | 15,154 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $966,097 | 16,267 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $949,326 | 16,379 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,631,396 | 33,145 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,357,205 | 33,216 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,207,971 | 28,303 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,134,257 | 30,344 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $645,032 | 15,622 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $661,900 | 16,457 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $437,685 | 11,174 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $774,196 | 15,976 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $641,491 | 13,370 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $504,430 | 10,869 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $485,916 | 10,729 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $813,944 | 20,833 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $535,845 | 17,755 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $440,318 | 18,729 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $361,394 | 14,117 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $498,460 | 17,368 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||