First National Bank Sioux Falls is based out of Sioux Falls. Their last reported 13F filing for Q4 2023 included $195,089,305 in managed 13F securities
and a top 10 holdings concentration of 47.33%. First National Bank Sioux Falls's largest holding is VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND-ETF Shares with shares held of 317,634. Whalewisdom has at least 93 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 1.36% |
IDEV ISHARES CORE MSCI DE | 0.81% |
AVDE Avantis Internationa | 0.52% |
AVLV Avantis U.S. Large C | 0.49% |
VO VANGUARD MID-CAP IND | 0.48% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
APO Apollo Global Manage | 0.37% |
NA-UNKNOWN Minnehaha Banshares | 0.32% |
BRK.B Berkshire Hathaway I | 0.3% |
BBN BlackRock Taxable Mu | 0.3% |
ATVI Activision Blizzard | 0.27% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VCIT VANGUARD INTERMEDIAT | 13.23% |
VOO VANGUARD 500 INDEX F | 6.62% |
AVDE Avantis Internationa | 4.62% |
IDEV ISHARES CORE MSCI DE | 4.35% |
VCLT VANGUARD LONG-TERM C | 4.28% |
2023-12-31
13F Activity
Market Value | $195m, Prior: $167m |
New Purchases | 7 stocks |
Added To | 16 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 29 stocks |
Top 10 Holdings % | 47.33% |
Turnover %[1] | 9.52% |
Turnover Alt %[2] | 1.72% |
Time Held Top 20 | 11.6 quarters |
Time Held Top 10 | 4.4 quarters |
Time Held All | 22.45 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31