test

Catherine Walker

@Pinnacle Bancorp, Inc.

Latest period2024 - Q4ReportedManaged Assets$307.475MTotal holdings881
Assets growth rate-17.79%Assets growth rate (2-Q avg)-3.67%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Bancorp, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 881 positions.

Assets under management

The assets under management (AUM) of Pinnacle Bancorp, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 307.475M in assets, with a quarterly growth rate of -17.79% and a 2-quarter average growth rate of -3.67%. The portfolio is managed by Catherine Walker, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc Cl A
Recent Activity
Exited
0%
$934,318
984 shares@ $949.52 avg price
IBDPBlackrock Institutional Trust Company N.a. Ishares Ibonds Dec 2024 Term Corporate Etf
Recent Activity
Exited
0%
$398,268
15,798 shares@ $25.22 avg price
IYMBlackrock Institutional Trust Company N.a. Ishares U.s. Basic Materials Etf
Recent Activity
Exited
0%
$69,672
464 shares@ $150.16 avg price
IFFInternational Flavors & Fragrances Inc
Recent Activity
Exited
0%
$62,958
600 shares@ $104.93 avg price
SWKStanley Black Decker Inc
Recent Activity
Exited
0%
$55,065
500 shares@ $110.13 avg price
IBTEIshares Trust Ibonds Dec 2024 Term Treasury Etf
Recent Activity
Exited
0%
$50,064
2,086 shares@ $24.0 avg price
MROMarathon Oil Corp Com
Recent Activity
Exited
0%
$22,236
835 shares@ $26.63 avg price
VSTOVista Outdoor Inc
Recent Activity
Exited
0%
$20,687
528 shares@ $39.18 avg price
APTVAptiv Plc Corp Common
Recent Activity
Exited
0%
$19,371
269 shares@ $72.02 avg price
LVSLas Vegas Sands Corp
Recent Activity
Exited
0%
$13,340
265 shares@ $50.34 avg price