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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
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Increased 12.21%
0.25%
$742,412
14,217 shares@ $52.23 avg price
FYTFirst Trust Exchange-traded Fund Iii Small Cap Value Alphadex
Recent Activity
Increased 17.53%
0.24%
$737,849
13,413 shares@ $55.01 avg price
ABTAbbott Labs Com
Recent Activity
Increased 1.84%
0.23%
$691,894
6,117 shares@ $113.12 avg price
SPYVSpdr Portfolio S&p 500 Value Etf
Recent Activity
Increased 50.84%
0.22%
$671,622
13,133 shares@ $51.15 avg price
IWRIshares Trust Russell Midcap
Recent Activity
Increased 0.49%
0.22%
$660,702
7,474 shares@ $88.41 avg price
FIXDFirst Tr Exchange
Recent Activity
Increased 82.75%
0.22%
$660,320
15,367 shares@ $42.98 avg price
USBUs Bancorp Inc
Recent Activity
Increased 29.67%
0.22%
$658,571
13,769 shares@ $47.83 avg price
AFLAflac Inc Com
Recent Activity
Increased 1.96%
0.22%
$647,741
6,262 shares@ $103.44 avg price
DISDisney Walt Co Com Disney
Recent Activity
Increased 1.51%
0.21%
$638,704
5,736 shares@ $111.36 avg price
VTCVanguard Group, Inc. Total Corporate Bond Etf
Recent Activity
Increased 0.86%
0.19%
$579,182
7,650 shares@ $75.72 avg price