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