Pinnacle Wealth Planning Services, Inc.
Position in WSBF — Waterstone Financial, Inc.
CIK 1726752
MANSFIELD, OH
Position in WSBF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,388
+$2,916 QoQ
Shares Held
1,080
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 125 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $16,591,777 across 157 Banks - Regional names. WSBF ranks #104 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
17,363 | $978,752 | |
| 2 | USB |
US Bancorp \De\
|
12,570 | $759,228 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
40,263 | $713,862 | |
| 4 | ACNB |
Acnb Corp
|
11,363 | $674,734 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,567 | $632,046 | |
| 6 | IBN |
Icici Bank Ltd
|
19,207 | $557,579 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
50,368 | $482,525 | |
| 8 | TFC |
Truist Financial Corp
|
8,613 | $429,099 |
All Filings in WSBF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,388 | 1,080 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,472 | 1,080 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,200 | 1,281 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $204,050 | 13,881 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $177,537 | 13,881 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $168,931 | 13,881 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $197,110 | 13,881 | Shares | Sole | 2024-02-08 | |
| 2020-12-31 | $941 | 50 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||