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Pinnacle Bancorp’s Willis Towers Watson WTW Stock Holding History

Pinnacle Bancorp’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$3.46K – 929
2025
Q3 		$3.46K Hold
10
– – ﹤0.01% 836
2025
Q2 		$3.06K Hold
10
– – ﹤0.01% 844
2025
Q1 		$3.38K Hold
10
– – ﹤0.01% 817
2024
Q4 		$3.13K Sell
10
-5
-33% -$1.53K ﹤0.01% 833
2024
Q3 		$4.42K Sell
15
-29
-66% -$8.11K ﹤0.01% 798
2024
Q2 		$11.5K Hold
44
– – ﹤0.01% 647
2024
Q1 		$12.1K Sell
44
-18
-29% -$4.74K ﹤0.01% 627
2023
Q4 		$15K Sell
62
-6
-9% -$1.39K ﹤0.01% 576
2023
Q3 		$14.2K Buy
68
+53
+353% +$11.3K 0.01% 558
2023
Q2 		$3.53K Buy
15
+5
+50% +$1.15K ﹤0.01% 715
2023
Q1 		$2.32K Hold
10
– – ﹤0.01% 767
2022
Q4 		$2K Buy
10
+3
+43% +$685 ﹤0.01% 722
2022
Q3 		$1K Hold
7
– – ﹤0.01% 734
2022
Q2 		$1K Buy
+7
New +$1.5K ﹤0.01% 749
2020
Q3 		– Sell
-60
Closed -$12K – 711
2020
Q2 		$12K Hold
60
– – 0.01% 486
2020
Q1 		$10K Hold
60
– – 0.01% 500
2019
Q4 		$12K Hold
60
– – 0.01% 521
2019
Q3 		$12K Hold
60
– – 0.01% 543
2019
Q2 		$11K Hold
60
– – 0.01% 541
2019
Q1 		$11K Hold
60
– – 0.01% 528
2018
Q4 		$9K Buy
+60
New +$8.98K 0.01% 561
2017
Q1 		$8K Buy
+60
New +$7.63K 0.01% 531

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Bancorp's WTW Position: Q4 2025 in Review

Pinnacle Bancorp sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 10 shares — an estimated $3.46K sold.

Pinnacle Bancorp first reported a position in WTW in Q1 2017 and held it in 22 quarters. The position peaked at $15K in Q4 2023. 746 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Pinnacle Bancorp reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Bancorp sold 10 Willis Towers Watson shares in Q4 2025, an estimated $3.46K.
  • Pinnacle Bancorp first reported a position in Willis Towers Watson in Q1 2017 and held it in 22 quarters.
  • Pinnacle Bancorp's Willis Towers Watson position peaked at $15K in Q4 2023.
  • 746 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Pinnacle Bancorp's 13F filing for Q4 2025, filed 22 Jan 2026.