test

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
BACBank Of America Corporation Com
Recent Activity
Decreased -15.14%
0.67%
$2.059M
46,856 shares@ $43.95 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -4.95%
0.65%
$1.998M
28,425 shares@ $70.28 avg price
QQQInvesco Qqq Trust Series 1 Invsc Srs Etf
Recent Activity
Decreased -0.26%
0.63%
$1.93M
3,775 shares@ $511.17 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -0.33%
0.56%
$1.71M
5,898 shares@ $289.89 avg price
CVXChevrontexaco Corp Com
Recent Activity
Decreased -0.13%
0.56%
$1.695M
11,706 shares@ $144.84 avg price
IVWIshares S&p 500 Barra Grwth
Recent Activity
Decreased -0.98%
0.54%
$1.644M
16,191 shares@ $101.53 avg price
DVYIshares Dow Jones Sel Index
Recent Activity
Decreased -1.46%
0.51%
$1.547M
11,781 shares@ $131.29 avg price
IWMIshares Tr Russell 2000 X Fd
Recent Activity
Decreased -1.1%
0.41%
$1.245M
5,633 shares@ $220.97 avg price
HONHoneywell Intl Inc Com
Recent Activity
Decreased -3.15%
0.35%
$1.075M
4,760 shares@ $225.89 avg price
MUBIshares S&p Nat Muni Bond Fund
Recent Activity
Decreased -20.56%
0.31%
$947,659
8,894 shares@ $106.56 avg price