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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
DLTRDollar Tree Inc
Recent Activity
Decreased -30.65%
0.12%
$266,187
3,552 shares@ $74.95 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -3.44%
0.12%
$264,317
449 shares@ $588.68 avg price
DGDollar General
Recent Activity
Decreased -5.42%
0.1%
$224,655
2,963 shares@ $75.83 avg price
IAUIshares Gold Trust
Recent Activity
Decreased -32.3%
0.1%
$217,844
4,400 shares@ $49.51 avg price
PFEPfizer Inc
Recent Activity
Decreased -6.55%
0.1%
$213,567
8,050 shares@ $26.54 avg price