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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
CTSHCognizant Technology Solutions Corp
Recent Activity
New Position
0.14%
$307,600
4,000 shares@ $76.9 avg price
MTBASimplify Mbs Etf
Recent Activity
New Position
0.13%
$297,693
5,991 shares@ $49.7 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.1%
$230,650
225 shares@ $1025.12 avg price
AVSCAvantis Us Small Cap Equity Eft
Recent Activity
New Position
0.1%
$230,649
4,243 shares@ $54.36 avg price
SRESempra Energy
Recent Activity
New Position
0.09%
$203,510
2,320 shares@ $87.72 avg price