test

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
BXBlackstone Inc
Recent Activity
1.23%
$2.878M
16,693 shares@ $172.42 avg price
IWFIshares Russell 1000 Growth Index Fund
Recent Activity
Decreased -0.23%
1.19%
$2.776M
6,913 shares@ $401.59 avg price
ORCLOracle Corp
Recent Activity
0.91%
$2.134M
12,808 shares@ $166.64 avg price
CATCaterpillar Inc
Recent Activity
0.91%
$2.123M
5,851 shares@ $362.77 avg price
JPMJ P Morgan Chase & Co
Recent Activity
0.88%
$2.061M
8,599 shares@ $239.71 avg price
KKRKkr & Company Inc
Recent Activity
0.88%
$2.054M
13,888 shares@ $147.91 avg price
IWPIshares Russell Midcap Growth
Recent Activity
0.83%
$1.938M
15,290 shares@ $126.76 avg price
GOOGLAlphabet Inc Capital Stock Class A
Recent Activity
Decreased -0.18%
0.82%
$1.923M
10,159 shares@ $189.31 avg price
6039⤦Minnehaha Banshares Inc-common
Recent Activity
0.78%
$1.812M
9,174 shares@ $197.5 avg price
MAMastercard Inc
Recent Activity
0.73%
$1.713M
3,253 shares@ $526.57 avg price