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FIRST NATIONAL BANK SIOUX FALLS

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SIOUX FALLS SD Banks
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance