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Kelsey G. Stevens

First National Bank Sioux Falls

Assets Managed
$365.531M
Holdings
147
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
9.44%(2Q avg: 6.8%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Bank Sioux Falls's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 365.531M in assets, with a quarterly growth rate of 9.44% and a 2-quarter average growth rate of 6.8%. The portfolio is managed by Kelsey G. Stevens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.9%
8.87%
$32.387M
50,224 shares@ $644.87 avg price
JMTG
Mortgage-backed Securities
Recent Activity
Increased 5.24%
8.55%
$31.246M
611,824 shares@ $51.08 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 4.39%
7.03%
$25.691M
284,980 shares@ $90.15 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 2.8%
6.02%
$22.005M
247,915 shares@ $88.76 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 5.34%
5.21%
$19.039M
225,021 shares@ $84.62 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 5.11%
3.99%
$14.58M
48,158 shares@ $302.76 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 8.37%
3.11%
$11.36M
56,621 shares@ $200.64 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
3.08%
$11.238M
308,472 shares@ $36.44 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.45%
3.08%
$11.225M
55,412 shares@ $202.59 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 7.45%
2.99%
$10.929M
144,794 shares@ $75.48 avg price

1-10 of 147