Pinnacle Bancorp, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $302 Million distributed in 881 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $24.5M, Vanguard Index Fds S&P 500 ETF with a value of $19.1M, Microsoft Corp with a value of $9.7M, Apple Inc. with a value of $8.28M, and Ishares Core S&P Mid Cap ETF with a value of $7.62M.

Examining the 13F form we can see an decrease of $68M in the current position value, from $370M to 302M.

Below you can find more details about Pinnacle Bancorp, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $302 Million
ETFs: $145 Million
Financial Services: $52.7 Million
Technology: $29.1 Million
Healthcare: $16 Million
Consumer Defensive: $13.7 Million
Communication Services: $13.2 Million
Consumer Cyclical: $12.3 Million
Industrials: $10.9 Million
Other: $9.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 881
  • Current Value $302 Million
  • Prior Value $370 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 196 stocks
Track This Portfolio

Track Pinnacle Bancorp, Inc. Portfolio

Follow Pinnacle Bancorp, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Bancorp, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Bancorp, Inc. with notifications on news.