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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
VOVanguard Index Fds Mid Cap Etf
Recent Activity
0.32%
$953,245
3,609 shares@ $264.13 avg price
MUBIshares S&p Nat Muni Bond Fund
Recent Activity
Decreased -20.56%
0.31%
$947,659
8,894 shares@ $106.56 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -0.53%
0.3%
$920,576
14,786 shares@ $62.26 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -0.4%
0.3%
$914,394
3,705 shares@ $246.8 avg price
SCHPSchwab Strategic Trust U.s. Tips Etf
Recent Activity
Increased 127.06%
0.3%
$908,570
35,175 shares@ $25.83 avg price
SCHDSchwab Strategic Tr Us Dividend Eq
Recent Activity
Increased 179.68%
0.29%
$888,692
32,529 shares@ $27.32 avg price
ADPAutomatic Data Processing Incom
Recent Activity
0.29%
$884,045
3,020 shares@ $292.74 avg price
GLDSpdr Gold Trust Gold Shs
Recent Activity
0.29%
$879,416
3,632 shares@ $242.13 avg price
DFATDfa Tax Managed Us Targeted Value Fund Etf
Recent Activity
0.28%
$857,100
15,399 shares@ $55.66 avg price
EMREmerson Elec Co Com
Recent Activity
Decreased -0.99%
0.28%
$839,502
6,774 shares@ $123.94 avg price