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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
PEPPepsico Inc
Recent Activity
0.19%
$429,722
2,826 shares@ $152.07 avg price
GLDSpdr Gold Trust
Recent Activity
Decreased -12.25%
0.19%
$424,938
1,755 shares@ $242.13 avg price
WMWaste Management Inc
Recent Activity
0.19%
$424,768
2,105 shares@ $201.8 avg price
HDHome Depot Inc
Recent Activity
0.18%
$414,663
1,066 shares@ $388.99 avg price
DBAInvesco Db Agriculture Fund
Recent Activity
Decreased -21.8%
0.18%
$410,284
15,430 shares@ $26.6 avg price
CRMSalesforce, Inc
Recent Activity
0.18%
$401,196
1,200 shares@ $334.33 avg price
TGTTarget Corp
Recent Activity
0.18%
$400,403
2,962 shares@ $135.18 avg price
GDGeneral Dynamics Corp
Recent Activity
0.17%
$389,175
1,477 shares@ $263.5 avg price
LOWLowes Companies Inc
Recent Activity
0.17%
$388,463
1,574 shares@ $246.8 avg price
AWIArmstrong World Industries
Recent Activity
0.17%
$376,079
2,661 shares@ $141.33 avg price