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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
NOBLProshares Trust S&p 500 Dividend Aristocrats Etf
Recent Activity
0.52%
$1.59M
15,971 shares@ $99.55 avg price
DVYIshares Dow Jones Sel Index
Recent Activity
Decreased -1.46%
0.51%
$1.547M
11,781 shares@ $131.29 avg price
AGGIshares Us Aggregate Bd Fund Etf
Recent Activity
Increased 5.39%
0.5%
$1.513M
15,616 shares@ $96.9 avg price
VCSHVanguard Scottsdale Funds Short-term Corp Bd
Recent Activity
Increased 23.65%
0.49%
$1.49M
19,097 shares@ $78.02 avg price
VGITVanguard Intermediate Term Treas Index
Recent Activity
Increased 13.8%
0.42%
$1.275M
21,978 shares@ $58.0 avg price
DFASDfa Tax-mng Us Sml Cap Etf
Recent Activity
Increased 0.95%
0.41%
$1.245M
19,129 shares@ $65.08 avg price
IWMIshares Tr Russell 2000 X Fd
Recent Activity
Decreased -1.1%
0.41%
$1.245M
5,633 shares@ $220.97 avg price
ILCGIshares Tr Large Grwth
Recent Activity
0.4%
$1.21M
13,505 shares@ $89.6 avg price
VOOGVanguard 500 Grwth Index Fund #3341
Recent Activity
0.39%
$1.194M
3,262 shares@ $366.07 avg price
PEPPepsico Inc Com
Recent Activity
Increased 0.55%
0.39%
$1.172M
7,709 shares@ $152.07 avg price