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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
USBUs Bancorp Inc
Recent Activity
Increased 29.67%
0.22%
$658,571
13,769 shares@ $47.83 avg price
AFLAflac Inc Com
Recent Activity
Increased 1.96%
0.22%
$647,741
6,262 shares@ $103.44 avg price
DISDisney Walt Co Com Disney
Recent Activity
Increased 1.51%
0.21%
$638,704
5,736 shares@ $111.36 avg price
PAYXPaychex Inc Com
Recent Activity
Decreased -0.9%
0.2%
$614,584
4,383 shares@ $140.22 avg price
VOOVVanguard S & P 500 Value
Recent Activity
0.2%
$605,562
3,282 shares@ $184.52 avg price
CMICummins Inc Com
Recent Activity
0.2%
$602,729
1,729 shares@ $348.6 avg price
GDGeneral Dynamics Corp Com
Recent Activity
Decreased -1.81%
0.2%
$597,859
2,269 shares@ $263.5 avg price
ZTSZoetis Inc Cl A
Recent Activity
0.2%
$585,733
3,595 shares@ $162.93 avg price
VOTVanguard Mid-cap Growth Etf
Recent Activity
0.19%
$584,133
2,302 shares@ $253.76 avg price
CRMSalesforce Com Inc
Recent Activity
Decreased -1.81%
0.19%
$580,063
1,735 shares@ $334.34 avg price