Sunflower Bank, N.A.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sunflower Bank, N.A. reported 159 stock positions worth $418.3 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 15.3% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.8%) and Vanguard Tax-Exempt Bond ETF (VTEB, 10.2%). Compared with Q1 2026, it opened 13 new positions, sold out of 9, added to 58 and reduced 74. The biggest buy was Micron Technology (MU, shares +15%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001818759
- Portfolio Value
- $418.3M (Q2 2026)
- SEC Filing
- 0001818759-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 159 stocks · $418.3M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 15.26% | 185,626 | $63.8M | Reduce -2.8% |
| PYLD PIMCO Multisector Bond Actv | 10.79% | 1,702,327 | $45.1M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 10.16% | 840,472 | $42.5M | Reduce -6.2% |
| VXUS Vanguard Total Intl Stock | 7.23% | 353,954 | $30.3M | Reduce -4.8% |
| AGG iShares Core U.S. Aggregate | 5.91% | 249,745 | $24.7M | Reduce -4.5% |
| IJR iShares Core S&P Small-Cap E | 4.64% | 130,919 | $19.4M | Reduce -2.4% |
| EMR Emerson Electric Co. | 3.54% | 103,337 | $14.8M | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 3.45% | 163,190 | $14.4M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.41% | 13,528 | $10.1M | Reduce -38.0% |
| EVSM Eaton Vance SHRT Dur Muni | 2.37% | 196,868 | $9.9M | Reduce -1.3% |
| VWO Vanguard Ftse Emerging Marke | 1.72% | 120,768 | $7.2M | Reduce -2.4% |
| INTC Intel Corp. | 0.96% | 28,876 | $4.0M | Reduce -2.2% |
| AAPL Apple Inc. | 0.85% | 12,270 | $3.6M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.82% | 9,713 | $3.4M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.79% | 13,106 | $3.3M | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.74% | 22,750 | $3.1M | Reduce -2.7% |
| NVDA Nvidia Corp. | 0.71% | 14,816 | $3.0M | Reduce -1.7% |
| AMAT Applied Materials Inc. | 0.70% | 4,068 | $2.9M | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.67% | 7,463 | $2.8M | Add +30.2% |
| IVV iShares Core S&P 500 ETF | 0.66% | 3,681 | $2.8M | Add +0.1% |
| JNJ Johnson & Johnson | 0.63% | 10,403 | $2.6M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.63% | 7,357 | $2.6M | Reduce -7.2% |
| AMZN Amazon.com Inc. | 0.63% | 11,021 | $2.6M | Add +2.3% |
| AGZ iShares Agency Bond ETF | 0.60% | 23,035 | $2.5M | No change |
| GNMA iShares Gnma Bond ETF | 0.59% | 55,380 | $2.4M | No change |
| MSFT Microsoft Corp. | 0.58% | 6,529 | $2.4M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.56% | 1,952 | $2.3M | Add +1.6% |
| KO The Coca-Cola Co. | 0.54% | 27,940 | $2.3M | Reduce -0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.54% | 39,241 | $2.3M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 0.53% | 5,917 | $2.2M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.52% | 6,671 | $2.2M | Add +4.3% |
| MU Micron Technology Inc. | 0.52% | 1,870 | $2.2M | Add +14.6% |
| MRK Merck & Co. Inc. | 0.48% | 15,623 | $2.0M | Add +1.3% |
| AMD Advanced Micro Devices | 0.48% | 3,430 | $2.0M | Add +7.9% |
| IWM iShares Russell 2000 ETF | 0.46% | 6,338 | $1.9M | Reduce -15.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.45% | 75,246 | $1.9M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.43% | 15,426 | $1.8M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.42% | 3,102 | $1.7M | Reduce -1.2% |
| UNP Union Pacific Corp. | 0.40% | 6,147 | $1.7M | Add +1.2% |
| V Visa Inc. Class A | 0.37% | 4,524 | $1.6M | Add +8.5% |
| IDV iShares International Select | 0.36% | 36,571 | $1.5M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 0.36% | 2,148 | $1.5M | No change |
| DELL Dell Technologies -C | 0.34% | 3,306 | $1.4M | Reduce -0.9% |
| VRIG Invesco Variable Rate Invest | 0.34% | 56,664 | $1.4M | Reduce -10.0% |
| XLK SS Technology Select Sector | 0.33% | 7,347 | $1.4M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 2,776 | $1.4M | Add +22.4% |
| EFA iShares MSCI Eafe ETF | 0.33% | 13,190 | $1.4M | No change |
| KLAC KLA Corp. | 0.32% | 4,454 | $1.3M | Reduce -2.3% |
| HUBB Hubbell Inc. | 0.32% | 2,525 | $1.3M | No change |
| GEV GE Vernova Inc. | 0.31% | 1,101 | $1.3M | Reduce -3.5% |
| ABT Abbott Laboratories | 0.30% | 13,987 | $1.3M | Reduce -0.8% |
| RTX RTX Corp. | 0.29% | 6,493 | $1.2M | Reduce -1.0% |
| AXP American Express Co. | 0.29% | 3,621 | $1.2M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.29% | 2,898 | $1.2M | Add +1.0% |
| CAT Caterpillar Inc. | 0.28% | 1,107 | $1.2M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.24% | 1,974 | $1.0M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 0.24% | 2,426 | $1.0M | Add +9.7% |
| VGT Vanguard Info Tech ETF | 0.24% | 8,383 | $1.0M | Reduce -25.4% |
| WMT Walmart Inc. | 0.23% | 8,399 | $951K | Reduce -4.8% |
| VXF Vanguard Extended Market ETF | 0.21% | 3,605 | $888K | No change |
| COF Capital One Financial Corp. | 0.20% | 4,242 | $851K | Reduce -0.3% |
| TER Teradyne Inc. | 0.20% | 1,714 | $829K | Reduce -10.0% |
| ORCL Oracle Corp. | 0.19% | 5,431 | $796K | Add +18.1% |
| CVX Chevron Corp. | 0.19% | 4,745 | $787K | Reduce -4.2% |
| HPE Hewlett Packard Enterprise | 0.18% | 17,135 | $773K | Reduce -8.0% |
| MRVL Marvell Technology Inc. | 0.18% | 2,558 | $762K | Reduce -3.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.18% | 15,900 | $756K | No change |
| HD Home Depot Inc. | 0.18% | 2,141 | $755K | Add +6.5% |
| ADI Analog Devices Inc. | 0.17% | 1,831 | $727K | Add +3.7% |
| COST Costco Wholesale Corp. | 0.17% | 764 | $715K | Add +6.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.17% | 14,851 | $712K | No change |
| EEM iShares MSCI Emerging Market | 0.17% | 10,400 | $711K | No change |
| BAC Bank of America Corp. | 0.17% | 12,404 | $707K | Add +6.6% |
| WFC Wells Fargo & Co. | 0.17% | 8,459 | $699K | Add +3.4% |
| SPGI S&P Global Inc. | 0.17% | 1,707 | $695K | Reduce -1.6% |
| TGT Target Corp. | 0.15% | 4,929 | $644K | Add +2.6% |
| KR Kroger Co. | 0.14% | 10,543 | $585K | No change |
| PM Philip Morris International | 0.13% | 2,969 | $537K | Add +1.8% |
| T AT&T Inc. | 0.12% | 24,230 | $502K | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.12% | 3,384 | $496K | Add +9.6% |
| CRM Salesforce Inc. | 0.12% | 3,122 | $489K | Add +15.4% |
| ETN Eaton Corp. PLC | 0.12% | 1,138 | $485K | Reduce -5.6% |
| GLW Corning Inc. | 0.12% | 1,897 | $485K | Reduce -6.0% |
| JPIB JPMorgan Intl BND ETF | 0.11% | 9,551 | $462K | Reduce -24.3% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 14,501 | $460K | No change |
| MS Morgan Stanley | 0.11% | 2,191 | $458K | Add +0.5% |
| AMP Ameriprise Financial Inc. | 0.11% | 996 | $457K | Add +6.2% |
| LRCX Lam Research Corp. | 0.11% | 1,035 | $448K | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.11% | 1,307 | $446K | Reduce -22.3% |
| ADP Automatic Data Processing | 0.11% | 1,964 | $440K | Reduce -11.1% |
| NEE Nextera Energy Inc. | 0.10% | 4,907 | $431K | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.10% | 1,434 | $427K | Add +4.1% |
| AON Aon PLC Class A | 0.10% | 1,276 | $423K | Reduce -5.6% |
| NFLX Netflix Inc. | 0.10% | 5,906 | $422K | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.10% | 2,238 | $414K | Add +15.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 539 | $411K | Reduce -5.1% |
| MCO Moody's Corp. | 0.10% | 908 | $411K | Add +2.0% |
| VZ Verizon Communications Inc. | 0.10% | 9,587 | $406K | Add +2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 796 | $399K | Add +17.8% |
| GM General Motors Co. | 0.09% | 5,106 | $394K | Add +6.2% |
Portfolio Sells Q1 2026 → Q2 2026
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.2% | 10.16% | −1.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -38.0% | 2.41% | −1.20 |
| AGG iShares Core U.S. Aggregate | Reduce -4.5% | 5.91% | −0.71 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.74% | −0.27 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.24 |
| EVSM Eaton Vance SHRT Dur Muni | Reduce -1.3% | 2.37% | −0.18 |
| JMST JPM Ultra-Short Muni Income | Reduce -65.9% | 0.06% | −0.14 |
| EXI iShares Global Industrials E | Sold out | 0.00% | −0.11 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.08 |
| CVX Chevron Corp. | Reduce -4.2% | 0.19% | −0.07 |
| VXUS Vanguard Total Intl Stock | Reduce -4.8% | 7.23% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.30% | −0.07 |
| T AT&T Inc. | Reduce -2.0% | 0.12% | −0.06 |
| VRIG Invesco Variable Rate Invest | Reduce -10.0% | 0.34% | −0.06 |
| GARP iShares MSCI USA Quality Gar | Sold out | 0.00% | −0.06 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.06 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.06 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -4.8% | 0.23% | −0.05 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.05 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.10% | −0.04 |
| JPIB JPMorgan Intl BND ETF | Reduce -24.3% | 0.11% | −0.04 |
| IDV iShares International Select | Reduce -1.8% | 0.36% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.42% | −0.04 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.58% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -41.0% | 0.06% | −0.04 |
| RTX RTX Corp. | Reduce -1.0% | 0.29% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -14.6% | 0.06% | −0.03 |
| MCD McDonald's Corp. | Reduce -7.8% | 0.07% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.0% | 0.06% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.6% | 0.17% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.4% | 3.45% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -15.9% | 0.46% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -2.0% | 0.05% | −0.02 |
| AMGN Amgen Inc. | Reduce -14.4% | 0.08% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.10% | −0.01 |
| CB Chubb Ltd. | Reduce -9.3% | 0.08% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -25.4% | 0.24% | −0.01 |
| AON Aon PLC Class A | Reduce -5.6% | 0.10% | −0.01 |
| ADP Automatic Data Processing | Reduce -11.1% | 0.11% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.5% | 0.06% | −0.01 |
| WM Waste Management Inc. | Reduce -0.5% | 0.08% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -5.1% | 0.05% | −0.01 |
| CTAS Cintas Corp. | Reduce -2.7% | 0.06% | −0.01 |
| ACGL Arch Capital Group Ltd. | Reduce -0.6% | 0.08% | −0.00 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.54% | −0.00 |
| AEP American Electric Power | Reduce -0.7% | 0.06% | −0.00 |
| FCX Freeport-McMoran Inc. | Reduce -1.9% | 0.05% | −0.00 |
| L Loews Corp. | Reduce -0.9% | 0.05% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +14.6% | 0.52% | +0.38 |
| AMD Advanced Micro Devices | Add +7.9% | 0.48% | +0.31 |
| AVGO Broadcom Inc. | Add +30.2% | 0.67% | +0.22 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.56% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +9.7% | 0.24% | +0.09 |
| EMR Emerson Electric Co. | Add +0.1% | 3.54% | +0.09 |
| DDOG Datadog Inc. Class A | New | 0.09% | +0.09 |
| ON On Semiconductor | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +1.0% | 0.79% | +0.07 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| FTNT Fortinet Inc. | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.3% | 0.63% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.4% | 0.33% | +0.06 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| PAYX Paychex Inc. | New | 0.05% | +0.05 |
| FFIV F5 Inc. | New | 0.05% | +0.05 |
| MBB iShares MBS ETF | New | 0.05% | +0.05 |
| URI United Rentals Inc. | New | 0.05% | +0.05 |
| CDNS Cadence Design SYS Inc. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +8.5% | 0.37% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.66% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +4.3% | 0.52% | +0.04 |
| QCOM Qualcomm Inc. | Add +15.1% | 0.10% | +0.04 |
| TXN Texas Instruments Inc. | Add +4.1% | 0.10% | +0.03 |
| ADI Analog Devices Inc. | Add +3.7% | 0.17% | +0.03 |
| BAC Bank of America Corp. | Add +6.6% | 0.17% | +0.02 |
| CVS CVS Health Corp. | Add +1.3% | 0.09% | +0.02 |
| UNP Union Pacific Corp. | Add +1.2% | 0.40% | +0.02 |
| MCHP Microchip Technology Inc. | Add +9.1% | 0.08% | +0.02 |
| TSLA Tesla Inc. | Add +1.0% | 0.29% | +0.02 |
| MS Morgan Stanley | Add +0.5% | 0.11% | +0.02 |
| ORCL Oracle Corp. | Add +18.1% | 0.19% | +0.02 |
| SNPS Synopsys Inc. | Add +16.2% | 0.08% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +7.0% | 0.09% | +0.01 |
| DHR Danaher Corp. | Add +28.3% | 0.07% | +0.01 |
| HD Home Depot Inc. | Add +6.5% | 0.18% | +0.01 |
| MET Metlife Inc. | Add +4.4% | 0.08% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +17.8% | 0.10% | +0.01 |
| LOW Lowe's Cos Inc. | Add +24.7% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +1.3% | 0.48% | +0.01 |
| PM Philip Morris International | Add +1.8% | 0.13% | +0.01 |
| TGT Target Corp. | Add +2.6% | 0.15% | +0.01 |
| PG The Procter & Gamble Co. | Add +9.6% | 0.12% | +0.00 |
| ALL Allstate Corp. | Add +1.3% | 0.06% | +0.00 |
| DIS The Walt Disney Co. | Add +12.1% | 0.07% | +0.00 |
| PRU Prudential Financial Inc. | Add +0.5% | 0.08% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +6.2% | 0.11% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 159 | $418.3M | VV, PYLD, VTEB, VXUS, AGG |
| Q1 2026 | 155 | $392.4M | VV, VTEB, PYLD, VXUS, AGG |
| Q4 2025 | 154 | $396.9M | VV, VTEB, PYLD, AGG, VXUS |
| Q3 2025 | 148 | $411.1M | VV, AGG, VTEB, VXUS, IJR |
| Q2 2025 | 137 | $395.4M | VV, AGG, VTEB, VXUS, PG |
| Q1 2025 | 128 | $356.7M | AGG, VV, VTEB, VXUS, IJR |
| Q4 2024 | 127 | $359.8M | VV, AGG, VTEB, VXUS, IJR |
| Q3 2024 | 131 | $364.8M | AGG, VV, VTEB, VXUS, IJR |
| Q2 2024 | 122 | $423.6M | ADM, AGG, VXUS, VV, VTEB |
| Q1 2024 | 122 | $444.4M | ADM, VXUS, AGG, VTEB, VV |