Pinnacle Bancorp, Inc.

Bank

Position in MS — Morgan Stanley

CIK 1703383 BEATRICE, NE

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,061,923

+$223,439 QoQ

Shares Held

5,080

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,361

of 2,718 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 84% Shared 16% None 0%

Financial Services · as of Jun 30, 2026

Pinnacle Bancorp, Inc. holds $1,491,939 across 4 Capital Markets names. MS ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	5,080	$1,061,923
2	SCHW	Schwab Charles Corp	2,813	$259,555
3	GS	Goldman Sachs Group Inc	151	$152,716
4	LPLA	LPL Financial Holdings Inc.	63	$17,745

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,061,923	5,080	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$838,484	5,095	+2.0%	Shares	Sole	2026-04-22
2025-12-31	$886,762	4,995	0.0%	Shares	Sole	2026-01-22
2025-09-30	$794,005	4,995	-0.5%	Shares	Sole	2025-10-24
2025-06-30	$707,398	5,022	+1.5%	Shares	Sole	2025-07-11
2025-03-31	$577,166	4,947	-8.4%	Shares	Sole	2025-04-23
2024-12-31	$679,139	5,402	-1.6%	Shares	Sole	2025-01-14
2024-09-30	$572,277	5,490	+10.9%	Shares	Sole	2024-10-09
2024-06-30	$481,090	4,950	+1.0%	Shares	Sole	2024-07-15
2024-03-31	$461,384	4,900	-10.1%	Shares	Sole	2024-04-16
2023-12-31	$508,026	5,448	+6.1%	Shares	Sole	2024-01-25
2023-09-30	$419,457	5,136	+10.3%	Shares	Sole	2023-10-18
2023-06-30	$397,793	4,658	+5.9%	Shares	Sole	2023-07-14
2023-03-31	$386,144	4,398	+0.4%	Shares	Sole	2023-04-14
2022-12-31	$372,387	4,380	+4.1%	Shares	Sole	2023-01-24
2022-09-30	$332,474	4,208	+3.0%	Shares	Sole	2022-10-25
2022-06-30	$310,857	4,087	-12.3%	Shares	Sole	2022-07-12
2022-03-31	$407,284	4,660	+38.8%	Shares	Sole	2022-04-14
2021-12-31	$329,523	3,357	+4.8%	Shares	Sole	2022-01-19
2021-09-30	$311,586	3,202	+7.6%	Shares	Sole	2021-10-12
2021-06-30	$272,961	2,977	+902.4%	Shares	Sole	2021-07-15
2021-03-31	$23,065	297	+86.8%	Shares	Sole	2021-04-26
2020-12-31	$10,896	159	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.