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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
AAPLApple Inc
Recent Activity
2.42%
$5.677M
22,671 shares@ $250.43 avg price
DFUVDimensional Us Marketwide Value Etf
Recent Activity
2.34%
$5.494M
134,254 shares@ $40.93 avg price
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
AMZNAmazon Com Inc
Recent Activity
Increased 904.84%
1.75%
$4.1M
18,690 shares@ $219.39 avg price
VVisa Inc
Recent Activity
1.73%
$4.062M
12,852 shares@ $316.04 avg price
AVDVAvantis Intl Small Cap Value Etf
Recent Activity
Increased 12.1%
1.71%
$4.011M
61,638 shares@ $65.08 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Increased 33.74%
1.59%
$3.733M
21,302 shares@ $175.23 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
1.49%
$3.475M
5,929 shares@ $586.08 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 18.93%
1.36%
$3.178M
7,540 shares@ $421.5 avg price