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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
IVEIshares S&p 500 Barra Value
Recent Activity
Decreased -0.65%
1.4%
$4.282M
22,434 shares@ $190.88 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -4.41%
1.29%
$3.96M
20,917 shares@ $189.3 avg price
METAMeta Platforms Inc Ordinary Shares - Class A
Recent Activity
Decreased -4.78%
1.23%
$3.775M
6,447 shares@ $585.55 avg price
MGKVanguard Mega Cap 300 Grwth
Recent Activity
Decreased -0.14%
1.17%
$3.594M
10,467 shares@ $343.42 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -5.91%
1.08%
$3.318M
17,425 shares@ $190.44 avg price
MGVVanguard Mega Cap 300 Value
Recent Activity
Decreased -0.03%
1.04%
$3.186M
25,505 shares@ $124.92 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -0.6%
0.92%
$2.817M
16,801 shares@ $167.66 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.41%
0.79%
$2.408M
16,653 shares@ $144.63 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.87%
0.76%
$2.307M
12,981 shares@ $177.71 avg price
VUGVanguard Index Fds Growth Etf
Recent Activity
Decreased -3.63%
0.68%
$2.088M
5,088 shares@ $410.43 avg price