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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
TLHIshares Tr 10-20 Yr Treas Bd Etf
Recent Activity
Exited
0%
$4,811
44 shares@ $109.35 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$4,784
169 shares@ $28.31 avg price
KKellogg Co Corp
Recent Activity
Exited
0%
$4,358
54 shares@ $80.71 avg price
JMSTJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Ultra-short Municipal Income Etf
Recent Activity
Exited
0%
$3,973
78 shares@ $50.94 avg price
JIREJ.p. Morgan Exchange-traded Fund Trust Jpmorgan International Research Enhanced Equity Etf
Recent Activity
Exited
0%
$3,962
60 shares@ $66.04 avg price
TRMKTrustmark Corp
Recent Activity
Exited
0%
$2,959
93 shares@ $31.82 avg price
ETREntergy Corp New Com
Recent Activity
Exited
0%
$2,764
21 shares@ $131.62 avg price
BBINJ.p. Morgan Exchange-traded Fund Trust Jpmorgan Betabuilders International Equity Etf
Recent Activity
Exited
0%
$2,583
41 shares@ $63.0 avg price
ALSNAllison Transmission Holdings Inc
Recent Activity
Exited
0%
$1,825
19 shares@ $96.06 avg price
FOXAFox Corp Class A Common
Recent Activity
Exited
0%
$1,778
42 shares@ $42.34 avg price