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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
DFCADimensional California Municipal Bond Etf
Recent Activity
0.24%
$550,550
11,000 shares@ $50.05 avg price
BMYBristol Myers Squibb Co
Recent Activity
0.23%
$520,069
9,195 shares@ $56.56 avg price
SPGSimon Property Group Inc
Recent Activity
0.22%
$510,603
2,965 shares@ $172.22 avg price
SYLDCambria Shareholder Yield Etf
Recent Activity
Increased 42.05%
0.21%
$490,382
7,162 shares@ $68.47 avg price
VEAVanguard Ftse Developed Markets Index Fund Etf
Recent Activity
Decreased -42.14%
0.21%
$483,365
10,108 shares@ $47.83 avg price
LMTLockheed Martin Corp
Recent Activity
0.21%
$482,539
993 shares@ $485.95 avg price
VBRVanguard Small-cap Value Etf
Recent Activity
0.21%
$481,181
2,428 shares@ $198.18 avg price
MCDMcdonalds Corp
Recent Activity
0.19%
$440,343
1,519 shares@ $289.9 avg price
ABTAbbott Laboratories
Recent Activity
0.19%
$439,998
3,890 shares@ $113.12 avg price
MNSTMonster Beverage
Recent Activity
0.19%
$436,774
8,310 shares@ $52.57 avg price