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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
BBUSJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Betabuilders U.s. Equity Etf
Recent Activity
Exited
0%
$11,705
113 shares@ $103.59 avg price
CTLTCatalent Inc Com
Recent Activity
Exited
0%
$10,660
176 shares@ $60.57 avg price
ORANYOrange Sa
Recent Activity
Exited
0%
$10,412
907 shares@ $11.48 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$8,977
11 shares@ $816.1 avg price
BIIBBiogen Idec Inc Com
Recent Activity
Exited
0%
$8,723
45 shares@ $193.85 avg price
FVFirst Trust Dorsey Wright Focus 5 Etf
Recent Activity
Exited
0%
$6,992
120 shares@ $58.27 avg price
BBAGJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Betabuilders U.s. Aggregate Bond Etf
Recent Activity
Exited
0%
$6,388
135 shares@ $47.32 avg price
JGLOJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Global Select Equity Etf
Recent Activity
Exited
0%
$6,142
98 shares@ $62.68 avg price
BBHYJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf
Recent Activity
Exited
0%
$5,636
119 shares@ $47.37 avg price
GLDMWorld Gold Trust Spdr Minishares
Recent Activity
Exited
0%
$5,161
99 shares@ $52.14 avg price