Catherine Walker

@Pinnacle Bancorp, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$307.475M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
UCONFirst Trust Tcw Unconstrained Plus Bond Etf Recent Activity New Position	0.02%	$44,764 1,816 shares@ $24.65 avg price	New Position
CGMUCapital Group Municipal Inc Etf Recent Activity New Position	0.02%	$35,427 1,316 shares@ $26.93 avg price	New Position
JEPQJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Nasdaq Equity Premium Income Etf Recent Activity New Position	0.02%	$31,009 550 shares@ $56.38 avg price	New Position
GRMNGarmin Ltd Recent Activity New Position	0.01%	$28,876 140 shares@ $206.26 avg price	New Position
ARAntero Resources Corp Recent Activity New Position	0.01%	$28,040 800 shares@ $35.05 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.01%	$25,735 180 shares@ $142.98 avg price	New Position
CECelanese Corp Del Com Ser A Recent Activity New Position	0.01%	$18,687 270 shares@ $69.22 avg price	New Position
TTTrane Technologies Recent Activity New Position	0.01%	$18,482 50 shares@ $369.64 avg price	New Position
IPGInterpublic Group Cos Inc Common Recent Activity New Position	0.01%	$16,812 600 shares@ $28.02 avg price	New Position
INMUIshares Intermediate Muni Income Active Etf Recent Activity New Position	0.01%	$16,496 699 shares@ $23.6 avg price	New Position