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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
VEUVanguard International Equity Ftse
Recent Activity
Decreased -26.54%
0.06%
$178,545
3,110 shares@ $57.41 avg price
VVVanguard Group, Inc. Large Cap Etf
Recent Activity
Decreased -2.38%
0.06%
$165,596
614 shares@ $269.71 avg price
ALLAllstate Corp Com
Recent Activity
Decreased -13.29%
0.06%
$162,136
841 shares@ $192.79 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -41.25%
0.06%
$156,276
1,831 shares@ $85.36 avg price
CLColgate Palmolive Co Com
Recent Activity
Decreased -3.89%
0.05%
$136,910
1,506 shares@ $90.91 avg price
PSAPublic Storage
Recent Activity
Decreased -3.4%
0.05%
$127,262
425 shares@ $299.44 avg price
SAPSap Aktiengesellschaft Sponsored Adr
Recent Activity
Decreased -5.27%
0.05%
$123,844
503 shares@ $246.22 avg price
IVOOVanguard S&p Mid Cap
Recent Activity
Decreased -1.07%
0.04%
$116,578
1,105 shares@ $105.51 avg price
BAXBaxter Intl Inc Com
Recent Activity
Decreased -2.02%
0.04%
$115,590
3,964 shares@ $29.16 avg price
SHELShell Plc Adr
Recent Activity
Decreased -8.21%
0.04%
$104,939
1,675 shares@ $62.66 avg price