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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
VOOVanguard 500 Index Fund Etf
Recent Activity
Increased 1.34%
6.21%
$19.094M
35,437 shares@ $538.81 avg price
IJHIshares Tr Midcap Index Fd
Recent Activity
Increased 1.93%
2.48%
$7.617M
122,248 shares@ $62.31 avg price
IVVIshares Tr S&p 500 Index
Recent Activity
Increased 0.11%
1.79%
$5.482M
9,312 shares@ $588.68 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 0.89%
1.33%
$4.068M
5,269 shares@ $772.0 avg price
BNDVanguard Total Bond Mkt
Recent Activity
Increased 7.93%
1.29%
$3.94M
54,790 shares@ $71.92 avg price
VIGVanguard Div Appreciation
Recent Activity
Increased 3.08%
1.08%
$3.306M
16,882 shares@ $195.83 avg price
VTIVanguard Ttl Stk Mkt Etf
Recent Activity
Increased 2.06%
0.97%
$2.98M
10,283 shares@ $289.81 avg price
VWOVanguard Emerging Mkts Etf
Recent Activity
Increased 1.04%
0.87%
$2.662M
60,454 shares@ $44.05 avg price
IJRIshares Tr S&p Smallcap 600 Index Fund
Recent Activity
Increased 9.88%
0.87%
$2.654M
23,034 shares@ $115.23 avg price
SUBIshares Tr Short-term Natl Mun Bd Etffd
Recent Activity
Increased 0.74%
0.74%
$2.266M
21,481 shares@ $105.49 avg price