Pinnacle Wealth Planning Services, Inc.
Position in WSBF — Waterstone Financial, Inc.
CIK 1726752
MANSFIELD, OH
Position in WSBF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$19,472
-$1,728 QoQ
Shares Held
1,080
-15.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WSBF 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. WSBF ranks #104 (0.1% 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
|
9,462 | $434,968 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
50,767 | $403,089 |
All Filings in WSBF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||