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
AVYAvery Dennison Corporation Recent Activity New Position	0.01%	$15,532 83 shares@ $187.14 avg price	New Position
FTSLFirst Trust High Yield Long Short Etf Recent Activity New Position	0.01%	$15,120 327 shares@ $46.24 avg price	New Position
ECGEverus Construction Group Inc Npv Recent Activity New Position	0.01%	$14,728 224 shares@ $65.75 avg price	New Position
SWSmurfit Westrock Plc Recent Activity New Position	0.01%	$10,233 190 shares@ $53.86 avg price	New Position
6900⤦Revelyst Inc Com Recent Activity New Position	0.01%	$10,153 528 shares@ $19.23 avg price	New Position
SSNCSs&c Technologies Holdings Inc Ss And C Corp Common Recent Activity New Position	0.01%	$8,412 111 shares@ $75.79 avg price	New Position
RRXRegal Rexnord Corp Recent Activity New Position	0.01%	$8,067 52 shares@ $155.14 avg price	New Position
STMSt Microelectronics New York Shares Recent Activity New Position	0.01%	$7,766 311 shares@ $24.98 avg price	New Position
RDDTReddit Inc Class A Shares Recent Activity New Position	0.01%	$7,028 43 shares@ $163.45 avg price	New Position
PSCPrincipal Exchange-traded Funds U.s. Small-cap Etf Recent Activity New Position	0.01%	$5,845 114 shares@ $51.28 avg price	New Position