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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
VIGVanguard Div Appreciation
Recent Activity
Increased 3.08%
1.08%
$3.306M
16,882 shares@ $195.83 avg price
MGVVanguard Mega Cap 300 Value
Recent Activity
Decreased -0.03%
1.04%
$3.186M
25,505 shares@ $124.92 avg price
VTIVanguard Ttl Stk Mkt Etf
Recent Activity
Increased 2.06%
0.97%
$2.98M
10,283 shares@ $289.81 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -0.6%
0.92%
$2.817M
16,801 shares@ $167.66 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
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
SUBIshares Tr Short-term Natl Mun Bd Etffd
Recent Activity
Increased 0.74%
0.74%
$2.266M
21,481 shares@ $105.49 avg price
IJJIshares 400 Barra Value
Recent Activity
Increased 0.39%
0.7%
$2.139M
17,121 shares@ $124.96 avg price