Top 50 First National Bank Sioux Falls Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMTG | JPMorgan Mortgage-Backed Securities ETF | 9.4% | 637.3K | $30.8M | +4.16%(+25.46K) | $50.58(-3.87%) | 2026-09-30 | |
| VOO | Vanguard 500 Index Fund ETF | 8.13% | 38.0K | $26.6M | -24.33%(-12.22K) | $451.93(+55.91%) | 2026-09-30 | |
| AVDE | Avantis International Equity ETF | 5.66% | 205.9K | $18.5M | -27.77%(-79.13K) | $59.70(+49.92%) | 2026-09-30 | |
| AVLV | Avantis US Large Cap Value ETF | 4.05% | 146.8K | $13.3M | -34.77%(-78.23K) | $59.77(+55.53%) | 2026-09-30 | |
| IDEV | iShares Core MSCI International | 3.98% | 145.8K | $13.0M | -41.17%(-102.08K) | $63.20(+40.81%) | 2026-09-30 | |
| DFAX | Dimensional World EX US Core Equity 2 ETF | 3.48% | 307.7K | $11.4M | -0.26%(-797) | $24.96(+46.03%) | 2026-09-30 | |
| VO | Vanguard Morningstar Mid-Cap ETF | 2.72% | 113.8K | $8.9M | +136.27%(+65.62K) | $71.09(+12.65%) | 2026-09-30 | |
| DFUV | Dimensional US Marketwide Value ETF | 2.29% | 136.5K | $7.5M | +1.71%(+2.29K) | $31.08(+80.13%) | 2026-09-30 | |
| AAPL | Apple Inc | 2.21% | 21.8K | $7.2M | -2.10%(-466) | $116.96(+193.21%) | 2026-09-30 | |
| AVDV | Avantis Intl Small Cap Value ETF | 2.18% | 65.2K | $7.1M | -23.20%(-19.71K) | $68.91(+55.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.13% | +56.63% | +7.13% | +41.12% |
| Top 20 Holdings Unweighted | +17.94% | +64.04% | +8.40% | +49.67% |
First National Bank Sioux Falls reports $327.69M in US-listed equity holdings across 153 positions in its most recent 13F filing. Its largest disclosed positions are JMTG (9.4%), VOO (8.1%) and AVDE (5.7%). The top 20 holdings account for 62.35% of reported assets. Its disclosed equity book has returned +56.63% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First National Bank Sioux Fallsโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1085041). View First National Bank Sioux Fallsโs 13F filings on SEC