FIRST NATIONAL BANK SIOUX FALLS
Q3 2026 Form 13-F
SIOUX FALLS, SOUTH DAKOTA
CIK 0001085041
· Institutional investment manager
$327.7M Reported Value Total
Reported value
$327.7M
Quarter over quarter
-0.5%
Holdings
153
Top-10 concentration
44.1%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Kelsey G. Stevens
Trust Operations Manager
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 13, 2026 |
| Form | 13F-HR |
| Reported value | $327.7M |
| Positions | 153 |
| Change in reported value | -10.4% |
| New positions | 11 |
| Exited positions | 5 |
| Position turnover | 10.1% |
| Top-10 concentration | 44.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
153 | $327.7M |
|
Q2 2026 13F
Filed Jul 24, 2026
|
147 | $365.5M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
147 | $365.5M |
|
Q4 2025 13F
Filed Jan 30, 2026
|
139 | $334.0M |
|
Q3 2025 13F
Filed Oct 21, 2025
|
138 | $320.7M |
|
Q2 2025 13F
Filed Jul 1, 2025
|
134 | $272.5M |
|
Q1 2025 13F
Filed Apr 15, 2025
|
132 | $247.1M |
|
Q4 2024 13F
Filed Jan 13, 2025
|
129 | $234.8M |
|
Q3 2024 13F
Filed Oct 29, 2024
|
127 | $219.9M |
|
Q2 2024 13F
Filed Jul 31, 2024
|
126 | $192.7M |
|
Q1 2024 13F
Filed Apr 15, 2024
|
128 | $183.2M |
|
Q4 2023 13F
Filed Feb 1, 2024
|
126 | $195.1M |
|
Q3 2023 13F
Filed Oct 12, 2023
|
124 | $167.3M |
|
Q2 2023 13F
Filed Jul 18, 2023
|
111 | $157.5M |
|
Q1 2023 13F
Filed Apr 18, 2023
|
113 | $144.3M |
|
Q4 2022 13F
Filed Jan 27, 2023
|
106 | $138.0M |
|
Q3 2022 13F
Filed Oct 14, 2022
|
107 | $95.6M |
|
Q2 2022 13F
Filed Jul 22, 2022
|
106 | $78.3M |
|
Q1 2022 13F
Filed Apr 8, 2022
|
114 | $95.8M |
|
Q4 2021 13F
Filed Jan 25, 2022
|
115 | $93.5M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | JMTG JPMorgan Mortgage-Backed Securities ETF | $30.8M | 9.4% |
| 2 | VOO Vanguard 500 Index Fund ETF | $26.6M | 8.13% |
| 3 | AVDE Avantis International Equity ETF | $18.5M | 5.66% |
| 4 | AVLV Avantis US Large Cap Value ETF | $13.3M | 4.05% |
| 5 | IDEV iShares Core MSCI International | $13.0M | 3.98% |
| 6 | DFAX Dimensional World EX US Core Equity 2 ETF | $11.4M | 3.48% |
| 7 | VO Vanguard Morningstar Mid-Cap ETF | $8.9M | 2.72% |
| 8 | DFUV Dimensional US Marketwide Value ETF | $7.5M | 2.29% |
| 9 | AAPL Apple Inc | $7.2M | 2.21% |
| 10 | AVDV Avantis Intl Small Cap Value ETF | $7.1M | 2.18% |
| 11 | AVUV Avantis US Small Cap Value ETF | $7.1M | 2.15% |
| 12 | DFAS Dimensional US Small Cap ETF | $6.8M | 2.08% |
| 13 | SCHG Schwab U.S. Large-Cap Growth ETF | $6.7M | 2.04% |
| 14 | VTV Vanguard Morningstar Value ETF | $6.4M | 1.96% |
| 15 | BRK-B Berkshire Hathaway Inc Class B | $6.4M | 1.95% |
| 16 | RSP Invesco S&P 500 Equal Weight ETF | $6.0M | 1.83% |
| 17 | AMZN Amazon Com Inc | $5.8M | 1.78% |
| 18 | SPY State Street SPDR S&P 500 ETF Trust | $5.0M | 1.53% |
| 19 | DFAI Dimensional International Core Equity Market ETF | $5.0M | 1.53% |
| 20 | CAT Caterpillar Inc | $4.6M | 1.4% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.