Catherine Walker

@Pinnacle Bancorp, Inc.

Latest period2024 - Q4

Reported5d 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
DCIDonaldson Co Inc Recent Activity New Position	0.01%	$5,388 80 shares@ $67.35 avg price	New Position
KBESpdr Kbw Bank Etf S&p Recent Activity New Position	0.01%	$4,560 82 shares@ $55.61 avg price	New Position
CCKCrown Holdings Inc Recent Activity New Position	0.01%	$3,804 46 shares@ $82.7 avg price	New Position
ALABAstera Labs, Inc. Recent Activity New Position	0.01%	$3,576 27 shares@ $132.45 avg price	New Position
JCIJohnson Controls Inc. Shs Recent Activity New Position	0.01%	$3,315 42 shares@ $78.93 avg price	New Position
VIVTelefonica Brasil Ads Recent Activity New Position	0.01%	$2,899 384 shares@ $7.55 avg price	New Position
FIDFirst Trust Exchange-traded Fund Vi S&p International Dividend Aristocrats Etf Recent Activity New Position	0.01%	$2,523 155 shares@ $16.28 avg price	New Position
TCHPT. Rowe Price Exchangetraded Funds Inc Blue Chip Growth Etf Recent Activity New Position	0.01%	$2,358 56 shares@ $42.11 avg price	New Position
IQVIqvia Holdings Inc Recent Activity New Position	0.01%	$1,769 9 shares@ $196.56 avg price	New Position
MIDDThe Middleby Corp Recent Activity New Position	0.01%	$1,625 12 shares@ $135.42 avg price	New Position