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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
WFCWells Fargo & Co
Recent Activity
0.43%
$992,983
14,137 shares@ $70.25 avg price
LLYEli Lilly & Co
Recent Activity
0.42%
$962,684
1,247 shares@ $772.0 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.04%
0.41%
$948,075
8,814 shares@ $107.57 avg price
BBNBlackrock Taxable Municipal Bond Trust
Recent Activity
0.41%
$942,150
58,446 shares@ $16.13 avg price
IWOIshares Russell 2000 Growth Fund
Recent Activity
0.39%
$909,223
3,159 shares@ $287.82 avg price
UBERUber Technologies Inc
Recent Activity
Increased 19.04%
0.38%
$887,247
14,709 shares@ $60.33 avg price
VYMVanguard Whitehall Funds High Dividend Yield Etf
Recent Activity
0.36%
$827,294
6,484 shares@ $127.6 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.36%
$822,023
1,625 shares@ $505.87 avg price
DFAUDimensional Us Core Equity Market Etf
Recent Activity
Decreased -2.42%
0.34%
$787,976
19,461 shares@ $40.5 avg price
NOWServicenow Inc
Recent Activity
0.34%
$784,489
740 shares@ $1060.13 avg price