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Kelsey G. Stevens

@First National Bank Sioux Falls

Latest period2024 - Q4ReportedManaged Assets$234.787MTotal holdings129
Assets growth rate6.77%Assets growth rate (2-Q avg)10.44%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Bank Sioux Falls's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of First National Bank Sioux Falls over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 234.787M in assets, with a quarterly growth rate of 6.77% and a 2-quarter average growth rate of 10.44%. The portfolio is managed by Kelsey G. Stevens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Class B
Recent Activity
Decreased -0.1%
2.2%
$5.154M
11,371 shares@ $453.29 avg price
APOApollo Global Management Inc
Recent Activity
Decreased -2.22%
1.98%
$4.645M
28,127 shares@ $165.16 avg price
IWFIshares Russell 1000 Growth Index Fund
Recent Activity
Decreased -0.23%
1.19%
$2.776M
6,913 shares@ $401.59 avg price
GOOGLAlphabet Inc Capital Stock Class A
Recent Activity
Decreased -0.18%
0.82%
$1.923M
10,159 shares@ $189.31 avg price
BACBank Of America Corp
Recent Activity
Decreased -0.3%
0.61%
$1.426M
32,438 shares@ $43.95 avg price
VUGVanguard Growth Vipers Fund Etf
Recent Activity
Decreased -0.9%
0.6%
$1.391M
3,388 shares@ $410.45 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.04%
0.41%
$948,075
8,814 shares@ $107.57 avg price
DFAUDimensional Us Core Equity Market Etf
Recent Activity
Decreased -2.42%
0.34%
$787,976
19,461 shares@ $40.5 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -0.05%
0.31%
$720,864
11,569 shares@ $62.31 avg price
CVXChevron Corp
Recent Activity
Decreased -0.06%
0.27%
$628,750
4,341 shares@ $144.84 avg price