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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
PMPhilip Morris Intl Inc Com
Recent Activity
Decreased -3.31%
0.11%
$323,380
2,687 shares@ $120.35 avg price
GMGeneral Mtrs Co Com
Recent Activity
Decreased -16.67%
0.1%
$303,160
5,691 shares@ $53.28 avg price
ENBEnbridge Inc Com
Recent Activity
Decreased -0.72%
0.1%
$289,457
6,822 shares@ $42.43 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
Decreased -1.39%
0.1%
$287,030
1,132 shares@ $253.57 avg price
SLYVSpdr Dj Wilshire Sm Cap
Recent Activity
Decreased -35.88%
0.1%
$286,878
3,288 shares@ $87.25 avg price
TAt&t Inc Com
Recent Activity
Decreased -3.7%
0.09%
$276,018
12,122 shares@ $22.78 avg price
MDTMedtronic, Inc.
Recent Activity
Decreased -9.59%
0.09%
$272,551
3,412 shares@ $79.89 avg price
IUSBIshares Core Total Usd Bond Market Etf
Recent Activity
Decreased -14.66%
0.09%
$265,369
5,871 shares@ $45.2 avg price
SLVI Shares Silver Trust
Recent Activity
Decreased -20.32%
0.09%
$259,508
9,856 shares@ $26.33 avg price
XMLVInvesco S&p Midcap Low Volatility Etf Invsc S P
Recent Activity
Decreased -19.69%
0.09%
$255,444
4,200 shares@ $60.82 avg price