Pinnacle Bancorp, Inc.

Q3 2026 13F-HR Holdings

Location
Beatrice, NE
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
924
Total value ($000)
$374,911
Net value change ($000)
-9,528 (-2.5%)
New positions
33
Sold out positions
30
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,551 14.4%
ExxonMobil Holdings Corporation 1,117 NEW
MSFT 1,065 13.4%
VGSH 725 28.8%
SPSB 687 58.7%
VGIT 537 19.5%
VOO 510 2.2%
AGG 503 30.7%
NVDA 486 19.5%
CVX 472 23.1%
Top Reduces (Value $000, Stocks/ETFs)
COST -2,628 -57.3%
GOOGL -2,624 -48.9%
V -1,433 -31.8%
JPM -1,195 -18.1%
META -1,191 -33.8%
AMZN -1,019 -16.6%
WFC -993 -51.8%
XOM -871 -100.0%
IJH -721 -8.2%
BAC -606 -21.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type