test

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
CVXChevron Corp
Recent Activity
Decreased -0.06%
0.27%
$628,750
4,341 shares@ $144.84 avg price
VNOVornado Realty Trust
Recent Activity
Decreased -4.5%
0.27%
$614,667
14,621 shares@ $42.05 avg price
TRVThe Travelers Companies Inc
Recent Activity
0.27%
$614,029
2,549 shares@ $240.9 avg price
GOOGAlphabet Inc Cap Stk Class C
Recent Activity
Decreased -0.62%
0.26%
$601,219
3,157 shares@ $190.44 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -1.2%
0.26%
$597,591
8,503 shares@ $70.29 avg price
CMFIshares California Muni Bond Etf
Recent Activity
Increased 2.22%
0.25%
$585,516
10,222 shares@ $57.28 avg price
AVGOBroadcom Inc
Recent Activity
0.25%
$584,237
2,520 shares@ $231.85 avg price
SBUXStarbucks Corporation
Recent Activity
0.25%
$574,145
6,292 shares@ $91.25 avg price
CSCOCisco Systems Inc
Recent Activity
0.25%
$572,878
9,677 shares@ $59.2 avg price
CMICummins Inc
Recent Activity
0.24%
$557,760
1,600 shares@ $348.6 avg price