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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
BACBank Of America Corp
Recent Activity
Decreased -0.3%
0.61%
$1.426M
32,438 shares@ $43.95 avg price
VUGVanguard Growth Vipers Fund Etf
Recent Activity
Decreased -0.9%
0.6%
$1.391M
3,388 shares@ $410.45 avg price
MUBIshares National Muni Bond Etf
Recent Activity
0.57%
$1.337M
12,551 shares@ $106.56 avg price
CSXCsx Corp
Recent Activity
0.56%
$1.307M
40,500 shares@ $32.27 avg price
SHWSherwin Williams Co
Recent Activity
0.54%
$1.251M
3,681 shares@ $339.93 avg price
METAMeta Platforms Inc
Recent Activity
0.51%
$1.174M
2,005 shares@ $585.52 avg price
UNPUnion Pacific Corp
Recent Activity
0.5%
$1.153M
5,056 shares@ $228.04 avg price
DISWalt Disney Co The
Recent Activity
0.49%
$1.135M
10,189 shares@ $111.36 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
0.48%
$1.118M
11,012 shares@ $101.53 avg price
ABBVAbbvie Inc
Recent Activity
0.47%
$1.086M
6,113 shares@ $177.7 avg price