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
VBRVanguard Sm Cap Recent Activity Increased 2.46%	0.14%	$421,529 2,127 shares@ $198.19 avg price	Increased 2.46%
VTVanguard Total World Stk Recent Activity Increased 7.59%	0.14%	$416,819 3,548 shares@ $117.48 avg price	Increased 7.59%
SCHMSchwab Us Mid Cap Etf Charles Mc Recent Activity Increased 261.68%	0.14%	$405,591 14,637 shares@ $27.71 avg price	Increased 261.68%
JJacobs Solutions Inc Corp Common Recent Activity Increased 11.08%	0.14%	$402,063 3,009 shares@ $133.63 avg price	Increased 11.08%
EFVIshares Tr Msci Eafe Value Index Fd Recent Activity Increased 0.39%	0.13%	$392,003 7,471 shares@ $52.47 avg price	Increased 0.39%
IBTFIshares Trust Ibonds Dec 2025 Term Treasury Etf Recent Activity Increased 9.65%	0.13%	$379,533 16,275 shares@ $23.32 avg price	Increased 9.65%
ESGVVanguard Group, Inc. Esg U.s. Stock Etf Recent Activity Increased 0.26%	0.13%	$376,136 3,586 shares@ $104.9 avg price	Increased 0.26%
RSPInvesco Capital Management Llc S&p 500 Equal Weight Etf Recent Activity Increased 7.63%	0.13%	$371,137 2,118 shares@ $175.23 avg price	Increased 7.63%
SCHXSchwab Us Large Cap Recent Activity Increased 200%	0.13%	$370,231 15,972 shares@ $23.19 avg price	Increased 200%
PANWPalo Alto Networks Inc. Recent Activity Increased 135.51%	0.12%	$362,100 1,990 shares@ $181.96 avg price	Increased 135.51%