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Financial Institutions shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $65k 2.1k 31.17
2020-12-31 $44k 2.0k 22.55

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
Wellington Management Company
State Street Corporation
Geode Capital Management
Acadian Asset Management
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Commonwealth Equity Services
Renaissance Technologies
Fourthstone
Alliancebernstein

View all funds holding Financial Institutions