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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
EXPEExpedia Group Inc
Recent Activity
0.34%
$778,114
4,176 shares@ $186.33 avg price
TJXTjx Companies Inc
Recent Activity
0.33%
$773,184
6,400 shares@ $120.81 avg price
PGProcter & Gamble Co
Recent Activity
0.32%
$743,695
4,436 shares@ $167.65 avg price
JNJJohnson & Johnson
Recent Activity
0.32%
$731,778
5,060 shares@ $144.63 avg price
ORLYO'reilly Automotive Inc
Recent Activity
0.32%
$730,453
616 shares@ $1185.81 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -0.05%
0.31%
$720,864
11,569 shares@ $62.31 avg price
VNQVanguard Real Estate Etf
Recent Activity
0.31%
$706,226
7,928 shares@ $89.08 avg price
PMPhilip Morris International
Recent Activity
0.3%
$688,041
5,717 shares@ $120.36 avg price
IBMInternational Business Machines
Recent Activity
0.29%
$664,985
3,025 shares@ $219.83 avg price
NVDANvidia Corp
Recent Activity
0.27%
$629,820
4,690 shares@ $134.29 avg price