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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
ACNAccenture Plc Ireland Shs Class A
Recent Activity
0.38%
$1.139M
3,237 shares@ $351.79 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 2.33%
0.37%
$1.137M
2,248 shares@ $505.86 avg price
HONHoneywell Intl Inc Com
Recent Activity
Decreased -3.15%
0.35%
$1.075M
4,760 shares@ $225.89 avg price
DBEFDeutsche X-trackers Msci Eafe Hedged Equity Etf
Recent Activity
0.35%
$1.073M
25,922 shares@ $41.41 avg price
VNQVanguard Sector Index Fds
Recent Activity
Increased 13.17%
0.35%
$1.066M
11,972 shares@ $89.08 avg price
BLKBlackrock Inc New
Recent Activity
New Position
0.34%
$1.028M
1,003 shares@ $1025.11 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 5.53%
0.34%
$1.028M
17,357 shares@ $59.2 avg price
WMTWal Mart Stores Inc Com
Recent Activity
Increased 2.44%
0.34%
$1.024M
11,338 shares@ $90.35 avg price
VTVVanguard Value Etf
Recent Activity
Increased 2.04%
0.33%
$1.002M
5,917 shares@ $169.31 avg price
MBBIshares Tr Mbs Etf
Recent Activity
Increased 18.47%
0.32%
$969,241
10,572 shares@ $91.69 avg price