First National Bank Sioux Falls Portfolio Holdings

First National Bank Sioux Falls

  • $217 Million
  • Q3 2024

First National Bank Sioux Falls has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $23M, Ishares Core Msci Intl Develop with a value of $15.8M, American Centy ETF Tr Avantis with a value of $14.7M, American Centy ETF Tr Avantis with a value of $10.4M, and Vanguard Mid Cap ETF with a value of $9.08M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $191M to 217M.

Below you can find more details about First National Bank Sioux Falls portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $124 Million
Financial Services: $25.3 Million
Technology: $14.9 Million
Industrials: $8.37 Million
Healthcare: $5.8 Million
Consumer Cyclical: $5.08 Million
Communication Services: $4.67 Million
Consumer Defensive: $3.78 Million
Other: $6.79 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.04 Million 0.48% of portfolio
58,446
Q2 2024 Reduced 5.45%
$0
$482,000 0.22% of portfolio
40,000
Q3 2024 Reduced 55.56%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $217 Million
  • Prior Value $191 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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