PB
ZUO

Pinnacle Bancorp’s Zuora, Inc. ZUO Stock Holding History

Pinnacle Bancorp’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,009
Closed -$10K – 943
2024
Q4 		$10K Hold
1,009
– – ﹤0.01% 698
2024
Q3 		$8.7K Hold
1,009
– – ﹤0.01% 709
2024
Q2 		$10K Hold
1,009
– – ﹤0.01% 667
2024
Q1 		$9.2K Hold
1,009
– – ﹤0.01% 667
2023
Q4 		$9.48K Hold
1,009
– – ﹤0.01% 638
2023
Q3 		$8.31K Hold
1,009
– – ﹤0.01% 641
2023
Q2 		$11.1K Hold
1,009
– – ﹤0.01% 586
2023
Q1 		$9.97K Buy
+1,009
New +$8.45K ﹤0.01% 618

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Bancorp's ZUO Position: Q1 2025 in Review

Pinnacle Bancorp sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 1,009 shares — an estimated $10K sold.

Pinnacle Bancorp first reported a position in ZUO in Q1 2023 and held it in 8 quarters. The position peaked at $11.1K in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Pinnacle Bancorp reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Bancorp sold 1,009 Zuora, Inc. shares in Q1 2025, an estimated $10K.
  • Pinnacle Bancorp first reported a position in Zuora, Inc. in Q1 2023 and held it in 8 quarters.
  • Pinnacle Bancorp's Zuora, Inc. position peaked at $11.1K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Pinnacle Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.