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First National Bank Sioux Falls

CIK:0001085041
Bank
$692M AUM
138 holdings
Sioux Falls, SD, US
Founded:1885
350 employees
Latest filing:Sep 30, 2025

The First National Bank in Sioux Falls is a privately held community bank headquartered in Sioux Falls, South Dakota. Founded in 1885, the bank has over 14 branches and provides a broad range of services including commercial lending, retail banking, trust, and wealth management. With an emphasis on local businesses, farms, individuals, and community involvement, the bank employs approximately 350 people and is known for its leading market share in small business and agricultural lending throughout its region. The bank is a subsidiary of Minnehaha Banshares, Inc.

Investment Strategy

The First National Bank in Sioux Falls focuses on providing traditional banking and lending services with a particular emphasis on commercial lending to small- and medium-sized businesses and farms in its region. The bank also offers comprehensive wealth management and investment services, tailoring investment management and financial planning to the needs of individuals, families, and institutions. Its wealth management approach typically involves personalized portfolio management, asset allocation based on risk tolerance, and financial planning services to help clients meet long-term goals. The bank is community-focused, supporting local economic development and affordable housing with qualified investments, and operates a large trust department for broader wealth and estate planning services.

Latest 13F Filing Activity

First National Bank Sioux Falls filed their most recent 13F report on Sep 30, 2025 disclosing 135 equity positions with a total 13F market value of $321M. The fund increased holdings in JPMorgan Mortgage-backed Securities Etf, Vanguard 500 Index Fund Etf, Wells Fargo & Co. among other positions. First National Bank Sioux Falls reduced exposure to Meta Platforms Inc., Invesco S&P 500 Equal Weight Etf, Amazon Com Inc. among others.

Top Buys
J
JMTGJPMorgan Mortgage-Backed Securities ETF
+$29.2M
V
VOOVanguard 500 Index Fund ETF
+$1.9M
W
WFCWells Fargo & Co
+$1.6M
A
AVDEAvantis International Equity ETF
+$1.4M
A
AAPLApple Inc
+$1.2M
Top Sells
M
METAMeta Platforms Inc
-$566.8K
R
RSPInvesco S&P 500 Equal Weight ETF
-$449.4K
A
AMZNAmazon Com Inc
-$443.1K
A
APOApollo Global Management Inc
-$255.5K
I
ICLRICON PLC
-$229.8K

Top Holdings

J
JMTGJPMorgan Mortgage-Backed Securities ETF
+9.1%$29.2M
V
VOOVanguard 500 Index Fund ETF
+8.0%$25.7M
A
AVDEAvantis International Equity ETF
+6.6%$21.2M
I
IDEViShares Core MSCI International
+6.0%$19.2M
A
AVLVAvantis US Large Cap Value ETF
+4.8%$15.3M

Equity Positions (135)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
J
JMTG
JPMorgan Mortgage-Backed Securities ETF9.11%$29.2M573,072$51.00$51.00+$29.2M
V
VOO
Vanguard 500 Index Fund ETF8.03%$25.7M42,035$429.38$612.38+$1.9M
A
AVDE
Avantis International Equity ETF6.62%$21.2M269,058$58.87$78.90+$1.4M
I
IDEV
iShares Core MSCI International5.99%$19.2M239,586$63.06$80.17+$706.3K
A
AVLV
Avantis US Large Cap Value ETF4.76%$15.3M211,255$59.42$72.26+$1.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+2.8%
INVESTMENT ADVICE
+2.6%
SERVICES-BUSINESS SERVICES, NEC
+2.5%
NATIONAL COMMERCIAL BANKS
+2.3%
FIRE, MARINE & CASUALTY INSURANCE
+1.9%