Kelsey G. Stevens

@First National Bank Sioux Falls

Latest period2024 - Q4

Reported5d ago

Managed Assets$234.787M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AVDVAvantis Intl Small Cap Value Etf Recent Activity Increased 12.1%	1.71%	$4.011M 61,638 shares@ $65.08 avg price	Increased 12.1%
RSPInvesco S&p 500 Equal Weight Etf Recent Activity Increased 33.74%	1.59%	$3.733M 21,302 shares@ $175.23 avg price	Increased 33.74%
MSFTMicrosoft Corp Recent Activity Increased 18.93%	1.36%	$3.178M 7,540 shares@ $421.5 avg price	Increased 18.93%
UBERUber Technologies Inc Recent Activity Increased 19.04%	0.38%	$887,247 14,709 shares@ $60.33 avg price	Increased 19.04%
CMFIshares California Muni Bond Etf Recent Activity Increased 2.22%	0.25%	$585,516 10,222 shares@ $57.28 avg price	Increased 2.22%
SYLDCambria Shareholder Yield Etf Recent Activity Increased 42.05%	0.21%	$490,382 7,162 shares@ $68.47 avg price	Increased 42.05%
DGRWWisdomtree Us Quality Dividend Growth Etf Recent Activity Increased 30.63%	0.16%	$360,058 4,449 shares@ $80.94 avg price	Increased 30.63%
NKENike Recent Activity Increased 0.69%	0.12%	$279,374 3,692 shares@ $75.68 avg price	Increased 0.69%