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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
VNOVornado Realty Trust
Recent Activity
Decreased -4.5%
0.27%
$614,667
14,621 shares@ $42.05 avg price
GOOGAlphabet Inc Cap Stk Class C
Recent Activity
Decreased -0.62%
0.26%
$601,219
3,157 shares@ $190.44 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -1.2%
0.26%
$597,591
8,503 shares@ $70.29 avg price
VEAVanguard Ftse Developed Markets Index Fund Etf
Recent Activity
Decreased -42.14%
0.21%
$483,365
10,108 shares@ $47.83 avg price
GLDSpdr Gold Trust
Recent Activity
Decreased -12.25%
0.19%
$424,938
1,755 shares@ $242.13 avg price
DBAInvesco Db Agriculture Fund
Recent Activity
Decreased -21.8%
0.18%
$410,284
15,430 shares@ $26.6 avg price
DIASpdr Dow Jones Industrial Ave Etf Trust
Recent Activity
Decreased -44.83%
0.16%
$352,315
828 shares@ $425.51 avg price
EEMIshares Msci Emerging Markets
Recent Activity
Decreased -54.48%
0.14%
$327,827
7,839 shares@ $41.83 avg price
ADBEAdobe Systems Inc
Recent Activity
Decreased -0.7%
0.14%
$311,276
700 shares@ $444.68 avg price
MRKMerck And Co Inc
Recent Activity
Decreased -14.17%
0.12%
$274,565
2,760 shares@ $99.49 avg price