Sunflower Bank, N.A.

Name: Sunflower Bank, N.A. 13F holdings, Q1 2026
Creator: Sunflower Bank, N.A.
Published: 2026-04-10

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Sunflower Bank, N.A. reported 155 stock positions worth $392.4 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 14.6% of the portfolio, followed by Vanguard Tax-Exempt Bond ETF (VTEB, 11.4%) and PIMCO Multisector Bond Actv (PYLD, 11.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 59 and reduced 67. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +5%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −7%).

Most Recent 13F: Q2 2026
Location: DALLAS, TX
CIK: 0001818759
Portfolio Value: $392.4M (Q1 2026)
SEC Filing: 0001818759-26-000004 ↗ filed Apr 10, 2026

Holdings Value

Holdings 155 stocks · $392.4M


VV Vngrd Mrgstr LRG-Cap ETF-Usd	14.55%	191,036	$57.1M	Add +2.5%
VTEB Vanguard Tax-Exempt Bond ETF	11.40%	896,240	$44.7M	Add +2.5%
PYLD PIMCO Multisector Bond Actv	11.35%	1,699,658	$44.5M	Add +5.0%
VXUS Vanguard Total Intl Stock	7.30%	371,711	$28.7M	Add +0.1%
AGG iShares Core U.S. Aggregate	6.62%	261,519	$26.0M	Reduce -7.2%
IJR iShares Core S&P Small-Cap E	4.25%	134,078	$16.7M	Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US	3.61%	21,810	$14.2M	Add +1.7%
VGK Vanguard Ftse Europe ETF	3.48%	165,448	$13.6M	Add +0.9%
EMR Emerson Electric Co.	3.45%	103,264	$13.5M	Reduce -0.0%
EVSM Eaton Vance SHRT Dur Muni	2.55%	199,520	$10.0M	Add +4.6%
VWO Vanguard Ftse Emerging Marke	1.70%	123,762	$6.7M	Reduce -0.2%
XOM Exxon Mobil Corp.	1.01%	23,383	$4.0M	Reduce -14.8%
AAPL Apple Inc.	0.81%	12,472	$3.2M	Reduce -3.8%
GOOG Alphabet Inc. Class C	0.73%	9,929	$2.8M	Reduce -5.4%
ABBV Abbvie Inc.	0.72%	12,971	$2.8M	Reduce -0.2%
NVDA Nvidia Corp.	0.67%	15,068	$2.6M	Add +2.9%
JNJ Johnson & Johnson	0.64%	10,343	$2.5M	Reduce -2.6%
AGZ iShares Agency Bond ETF	0.64%	23,035	$2.5M	No change
GNMA iShares Gnma Bond ETF	0.63%	55,380	$2.5M	No change
MSFT Microsoft Corp.	0.62%	6,558	$2.4M	Reduce -9.8%
IVV iShares Core S&P 500 ETF	0.61%	3,679	$2.4M	Reduce -0.1%
GOOGL Alphabet Inc. Class A	0.58%	7,929	$2.3M	Add +8.8%
AMZN Amazon.com Inc.	0.57%	10,772	$2.2M	Reduce -0.8%
KO The Coca-Cola Co.	0.55%	28,187	$2.1M	Reduce -3.7%
SPSM SS SPDR P S&P 600 Small Cap	0.49%	39,638	$1.9M	Reduce -6.9%
JPM JPMorgan Chase & Co.	0.48%	6,397	$1.9M	Add +0.1%
SJNK SS SPDR BB St Hi Yield ETF	0.48%	75,077	$1.9M	Reduce -3.1%
IWM iShares Russell 2000 ETF	0.48%	7,538	$1.9M	No change
MRK Merck & Co. Inc.	0.47%	15,428	$1.9M	Reduce -0.0%
META Meta Platforms Inc. Class A	0.46%	3,140	$1.8M	Reduce -0.2%
AVGO Broadcom Inc.	0.45%	5,732	$1.8M	Add +16.6%
LLY Eli Lilly & Co.	0.45%	1,921	$1.8M	Reduce -5.0%
GE General Electric filed as GE AEROSPACE	0.43%	6,003	$1.7M	Add +0.4%
IDV iShares International Select	0.40%	37,244	$1.6M	Reduce -3.5%
VRIG Invesco Variable Rate Invest	0.40%	62,983	$1.6M	Reduce -15.2%
UNP Union Pacific Corp.	0.38%	6,075	$1.5M	Reduce -0.6%
ABT Abbott Laboratories	0.37%	14,100	$1.4M	Reduce -3.2%
AMAT Applied Materials Inc.	0.36%	4,171	$1.4M	Reduce -0.8%
MDY State Street SPDR S&P Midcap	0.34%	2,148	$1.3M	No change
INTC Intel Corp.	0.33%	29,522	$1.3M	Add +0.1%
EFA iShares MSCI Eafe ETF	0.33%	13,190	$1.3M	No change
RTX RTX Corp.	0.32%	6,558	$1.3M	No change
V Visa Inc. Class A	0.32%	4,168	$1.3M	Reduce -1.2%
HUBB Hubbell Inc.	0.32%	2,525	$1.2M	No change
CSCO Cisco Systems Inc.	0.31%	15,456	$1.2M	Add +0.3%
AXP American Express Co.	0.28%	3,628	$1.1M	Add +0.1%
WMT Walmart Inc.	0.28%	8,820	$1.1M	Reduce -4.2%
BRK.B Berkshire Hathaway Inc. Class B	0.28%	2,268	$1.1M	Reduce -0.6%
TSLA Tesla Inc.	0.27%	2,870	$1.1M	Reduce -0.9%
CVX Chevron Corp.	0.26%	4,952	$1.0M	Reduce -9.3%
XLK SS Technology Select Sector	0.25%	7,504	$997K	No change
GEV GE Vernova Inc.	0.25%	1,141	$996K	No change
VGT Vanguard Info Tech ETF	0.25%	1,404	$980K	Add +10.2%
MA Mastercard Inc. Class A	0.24%	1,923	$961K	Reduce -1.9%
ACWI iShares MSCI Acwi ETF	0.24%	6,731	$931K	Reduce -2.2%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.20%	15,563	$793K	Reduce -32.4%
CAT Caterpillar Inc.	0.20%	1,114	$789K	Reduce -16.2%
COF Capital One Financial Corp.	0.20%	4,255	$776K	Reduce -1.4%
KR Kroger Co.	0.19%	10,543	$763K	No change
QLTA iShares Aaa - A Rated Corpor	0.19%	15,900	$757K	No change
VXF Vanguard Extended Market ETF	0.19%	3,605	$742K	No change
SPGI S&P Global Inc.	0.19%	1,735	$738K	Add +5.7%
T AT&T Inc.	0.18%	24,721	$717K	Reduce -1.1%
COST Costco Wholesale Corp.	0.18%	717	$714K	Add +0.8%
SHM SS SPDR N Ice St Muni ETF	0.18%	14,851	$710K	No change
ORCL Oracle Corp.	0.17%	4,597	$676K	Reduce -3.0%
KLAC KLA Corp.	0.17%	456	$671K	Add +0.7%
HD Home Depot Inc.	0.17%	2,011	$661K	Reduce -2.1%
WFC Wells Fargo & Co.	0.17%	8,185	$652K	Reduce -1.0%
AMD Advanced Micro Devices	0.16%	3,179	$647K	Reduce -1.0%
JPIB JPMorgan Intl BND ETF	0.15%	12,622	$604K	Reduce -9.4%
UNH Unitedhealth Group Inc.	0.15%	2,211	$598K	Reduce -0.8%
EEM iShares MSCI Emerging Market	0.15%	10,400	$591K	No change
TGT Target Corp.	0.15%	4,803	$582K	Add +0.7%
NFLX Netflix Inc.	0.15%	5,929	$570K	Add +5.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.14%	11,635	$567K	Reduce -2.9%
TER Teradyne Inc.	0.14%	1,905	$565K	Reduce -0.7%
ADI Analog Devices Inc.	0.14%	1,765	$562K	Add +0.4%
MU Micron Technology Inc.	0.14%	1,632	$551K	Reduce -2.2%
DELL Dell Technologies -C	0.14%	3,336	$548K	Reduce -0.1%
CRM Salesforce Inc.	0.13%	2,706	$505K	Add +2.9%
PM Philip Morris International	0.12%	2,916	$482K	Add +1.0%
VZ Verizon Communications Inc.	0.12%	9,377	$471K	Add +0.6%
NEE Nextera Energy Inc.	0.12%	4,912	$456K	Add +1.6%
ADP Automatic Data Processing	0.11%	2,208	$449K	Reduce -13.4%
PG The Procter & Gamble Co.	0.11%	3,088	$446K	Reduce -8.1%
SCHD Schwab US DVD Equity ETF	0.11%	14,501	$445K	No change
HPE Hewlett Packard Enterprise	0.11%	18,630	$444K	Add +10.7%
AON Aon PLC Class A	0.11%	1,352	$436K	Reduce -0.3%
ETN Eaton Corp. PLC	0.11%	1,205	$431K	Add +1.4%
EXI iShares Global Industrials E	0.11%	2,375	$430K	No change
AMP Ameriprise Financial Inc.	0.11%	938	$417K	Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.10%	1,633	$396K	Add +56.3%
MCO Moody's Corp.	0.10%	890	$388K	Add +0.2%
COP Conocophillips	0.10%	2,854	$377K	Add +2.9%
MCD McDonald's Corp.	0.10%	1,199	$373K	Reduce -14.0%
PLD Prologis Inc.	0.09%	2,806	$371K	Add +1.5%
CB Chubb Ltd.	0.09%	1,134	$370K	Add +15.7%
AMGN Amgen Inc.	0.09%	1,031	$363K	Add +8.4%
WM Waste Management Inc.	0.09%	1,564	$359K	Add +0.7%
MS Morgan Stanley	0.09%	2,180	$359K	Add +0.2%
GM General Motors Co.	0.09%	4,809	$358K	Reduce -0.7%
ISRG Intuitive Surgical Inc.	0.09%	761	$351K	Add +3.1%
PLTR Palantir Technologies Inc. Class A	0.09%	2,310	$338K	Add +2.0%
PEP Pepsico Inc.	0.09%	2,150	$334K	Reduce -10.8%
TMO Thermo Fisher Scientific Inc.	0.08%	676	$332K	Add +1.1%
ACGL Arch Capital Group Ltd.	0.08%	3,388	$325K	Add +0.1%
CME Cme Group Inc.	0.08%	1,099	$325K	Add +29.4%
APO Apollo Global Management Inc.	0.08%	2,905	$324K	Add +4.5%
LOW Lowe's Cos Inc.	0.08%	1,323	$313K	Reduce -19.6%
KMI Kinder Morgan Inc.	0.08%	9,232	$310K	Reduce -24.1%
DUK Duke Energy Corp.	0.07%	2,231	$292K	Reduce -0.8%
PRU Prudential Financial Inc.	0.07%	2,953	$288K	Add +1.4%
ICE Intercontinental Exchange Inc.	0.07%	1,827	$287K	Reduce -1.5%
MPWR Monolithic Power Systems Inc.	0.07%	257	$281K	Add +12.7%
GS Goldman Sachs Group Inc.	0.07%	331	$280K	Reduce -0.9%
GLW Corning Inc.	0.07%	2,017	$274K	New
DGRW Wisdomtree U.S. Quality Divi	0.07%	3,091	$272K	New
PANW Palo Alto Networks Inc.	0.07%	1,682	$270K	Add +37.4%
TXN Texas Instruments Inc.	0.07%	1,377	$267K	Add +1.6%
ADBE Adobe Inc.	0.07%	1,094	$266K	Reduce -0.6%
VGIT Vanguard Intermediate-Term T	0.07%	4,458	$265K	Reduce -7.2%
MRVL Marvell Technology Inc.	0.07%	2,644	$262K	Add +9.9%
CMI Cummins Inc.	0.07%	478	$257K	Reduce -0.6%
SCHW Schwab (charles) Corp.	0.07%	2,732	$257K	Add +0.1%
WMB Williams Cos Inc.	0.07%	3,512	$256K	Reduce -0.7%
CVS CVS Health Corp.	0.07%	3,556	$255K	Reduce -2.0%
SNPS Synopsys Inc.	0.06%	636	$252K	Reduce -7.0%
MET Metlife Inc.	0.06%	3,557	$252K	Add +0.6%
QCOM Qualcomm Inc.	0.06%	1,944	$250K	Reduce -2.4%
ROST Ross Stores Inc.	0.06%	1,154	$250K	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.06%	2,561	$247K	Reduce -1.9%
CTAS Cintas Corp.	0.06%	1,430	$242K	No change
AEP American Electric Power	0.06%	1,821	$239K	Add +0.8%
DHR Danaher Corp.	0.06%	1,258	$239K	Add +0.4%
GARP iShares MSCI USA Quality Gar	0.06%	3,707	$237K	New
VMC Vulcan Materials Co.	0.06%	859	$234K	Reduce -1.8%
SYK Stryker Corp.	0.06%	707	$232K	Reduce -0.4%
INTU Intuit Inc.	0.06%	520	$225K	Add +1.6%
LRCX Lam Research Corp.	0.06%	1,051	$225K	New
CRWD CrowdStrike Holdings Inc. Class A	0.06%	568	$222K	Add +1.3%
FCX Freeport-McMoran Inc.	0.06%	3,722	$219K	New
IXN iShares Global Tech ETF	0.06%	2,157	$216K	No change
UBER Uber Technologies Inc.	0.05%	2,976	$214K	Add +13.4%
HCA HCA Healthcare Inc.	0.05%	452	$214K	Add +1.1%
JPST JPMorgan Ultra-Short Income	0.05%	4,115	$208K	No change
NSC Norfolk Southern Corp.	0.05%	723	$208K	Reduce -2.8%
MCHP Microchip Technology Inc.	0.05%	3,197	$207K	Add +1.8%
L Loews Corp.	0.05%	1,923	$205K	Reduce -2.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.05%	712	$204K	No change
SDVY First Trust Smid Cap Rising	0.05%	5,158	$203K	New
SYF Synchrony Financial	0.05%	2,985	$203K	Add +2.0%
ALL Allstate Corp.	0.05%	976	$202K	Reduce -0.3%
RCL Royal Caribbean Cruises Ltd.	0.05%	732	$201K	New
IGSB iShares 1-5Y Inv Grade Corp.	0.05%	3,830	$201K	No change

Portfolio Sells Q4 2025 → Q1 2026


AGG iShares Core U.S. Aggregate	Reduce -7.2%	6.62%	−0.48
MSFT Microsoft Corp.	Reduce -9.8%	0.62%	−0.27
JFLX JPMorgan Flexible Debt ETF	Sold out	0.00%	−0.15
GOOG Alphabet Inc. Class C	Reduce -5.4%	0.73%	−0.10
LLY Eli Lilly & Co.	Reduce -5.0%	0.45%	−0.10
JMST JPM Ultra-Short Muni Income	Reduce -32.4%	0.20%	−0.09
ABT Abbott Laboratories	Reduce -3.2%	0.37%	−0.09
AAPL Apple Inc.	Reduce -3.8%	0.81%	−0.08
VRIG Invesco Variable Rate Invest	Reduce -15.2%	0.40%	−0.07
COF Capital One Financial Corp.	Reduce -1.4%	0.20%	−0.07
META Meta Platforms Inc. Class A	Reduce -0.2%	0.46%	−0.07
FICO Fair Isaac Corp.	Sold out	0.00%	−0.06
ACN Accenture PLC Class A	Sold out	0.00%	−0.06
URI United Rentals Inc.	Sold out	0.00%	−0.06
ORCL Oracle Corp.	Reduce -3.0%	0.17%	−0.06
AMZN Amazon.com Inc.	Reduce -0.8%	0.57%	−0.06
TSLA Tesla Inc.	Reduce -0.9%	0.27%	−0.06
VGSH Vanguard Short-Term Treasury	Sold out	0.00%	−0.05
PAYX Paychex Inc.	Sold out	0.00%	−0.05
V Visa Inc. Class A	Reduce -1.2%	0.32%	−0.05
ADP Automatic Data Processing	Reduce -13.4%	0.11%	−0.05
MA Mastercard Inc. Class A	Reduce -1.9%	0.24%	−0.04
UNH Unitedhealth Group Inc.	Reduce -0.8%	0.15%	−0.03
ADBE Adobe Inc.	Reduce -0.6%	0.07%	−0.03
ABBV Abbvie Inc.	Reduce -0.2%	0.72%	−0.03
WFC Wells Fargo & Co.	Reduce -1.0%	0.17%	−0.03
IVV iShares Core S&P 500 ETF	Reduce -0.1%	0.61%	−0.02
QCOM Qualcomm Inc.	Reduce -2.4%	0.06%	−0.02
BAC Bank of America Corp.	Reduce -2.9%	0.14%	−0.02
LOW Lowe's Cos Inc.	Reduce -19.6%	0.08%	−0.02
JPIB JPMorgan Intl BND ETF	Reduce -9.4%	0.15%	−0.02
SNPS Synopsys Inc.	Reduce -7.0%	0.06%	−0.02
SJNK SS SPDR BB St Hi Yield ETF	Reduce -3.1%	0.48%	−0.02
SPSM SS SPDR P S&P 600 Small Cap	Reduce -6.9%	0.49%	−0.01
MCD McDonald's Corp.	Reduce -14.0%	0.10%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.6%	0.28%	−0.01
DIS The Walt Disney Co.	Reduce -1.9%	0.06%	−0.01
HD Home Depot Inc.	Reduce -2.1%	0.17%	−0.01
AON Aon PLC Class A	Reduce -0.3%	0.11%	−0.01
AMD Advanced Micro Devices	Reduce -1.0%	0.16%	−0.01
GM General Motors Co.	Reduce -0.7%	0.09%	−0.01
ACWI iShares MSCI Acwi ETF	Reduce -2.2%	0.24%	−0.01
PG The Procter & Gamble Co.	Reduce -8.1%	0.11%	−0.01
CVS CVS Health Corp.	Reduce -2.0%	0.07%	−0.01
EMR Emerson Electric Co.	Reduce -0.0%	3.45%	−0.01
KMI Kinder Morgan Inc.	Reduce -24.1%	0.08%	−0.01
VGIT Vanguard Intermediate-Term T	Reduce -7.2%	0.07%	−0.00
SYK Stryker Corp.	Reduce -0.4%	0.06%	−0.00
VMC Vulcan Materials Co.	Reduce -1.8%	0.06%	−0.00
GS Goldman Sachs Group Inc.	Reduce -0.9%	0.07%	−0.00

Portfolio Buys Q4 2025 → Q1 2026


PYLD PIMCO Multisector Bond Actv	Add +5.0%	11.35%	+0.47
VTEB Vanguard Tax-Exempt Bond ETF	Add +2.5%	11.40%	+0.32
VXUS Vanguard Total Intl Stock	Add +0.1%	7.30%	+0.25
IJR iShares Core S&P Small-Cap E	Add +0.6%	4.25%	+0.21
EVSM Eaton Vance SHRT Dur Muni	Add +4.6%	2.55%	+0.13
GLW Corning Inc.	New	0.07%	+0.07
DGRW Wisdomtree U.S. Quality Divi	New	0.07%	+0.07
GARP iShares MSCI USA Quality Gar	New	0.06%	+0.06
INTC Intel Corp.	Add +0.1%	0.33%	+0.06
LRCX Lam Research Corp.	New	0.06%	+0.06
FCX Freeport-McMoran Inc.	New	0.06%	+0.06
SDVY First Trust Smid Cap Rising	New	0.05%	+0.05
RCL Royal Caribbean Cruises Ltd.	New	0.05%	+0.05
KLAC KLA Corp.	Add +0.7%	0.17%	+0.03
TGT Target Corp.	Add +0.7%	0.15%	+0.03
COP Conocophillips	Add +2.9%	0.10%	+0.03
COST Costco Wholesale Corp.	Add +0.8%	0.18%	+0.03
CME Cme Group Inc.	Add +29.4%	0.08%	+0.02
VZ Verizon Communications Inc.	Add +0.6%	0.12%	+0.02
AVGO Broadcom Inc.	Add +16.6%	0.45%	+0.02
ADI Analog Devices Inc.	Add +0.4%	0.14%	+0.02
VGK Vanguard Ftse Europe ETF	Add +0.9%	3.48%	+0.02
IBM Intl Business Machines Corp.	Add +56.3%	0.10%	+0.02
MPWR Monolithic Power Systems Inc.	Add +12.7%	0.07%	+0.02
NEE Nextera Energy Inc.	Add +1.6%	0.12%	+0.02
CB Chubb Ltd.	Add +15.7%	0.09%	+0.02
MRVL Marvell Technology Inc.	Add +9.9%	0.07%	+0.02
ETN Eaton Corp. PLC	Add +1.4%	0.11%	+0.01
AMGN Amgen Inc.	Add +8.4%	0.09%	+0.01
NFLX Netflix Inc.	Add +5.9%	0.15%	+0.01
PANW Palo Alto Networks Inc.	Add +37.4%	0.07%	+0.01
HPE Hewlett Packard Enterprise	Add +10.7%	0.11%	+0.01
TXN Texas Instruments Inc.	Add +1.6%	0.07%	+0.01
AEP American Electric Power	Add +0.8%	0.06%	+0.01
VGT Vanguard Info Tech ETF	Add +10.2%	0.25%	+0.01
CSCO Cisco Systems Inc.	Add +0.3%	0.31%	+0.01
GOOGL Alphabet Inc. Class A	Add +8.8%	0.58%	+0.01
PM Philip Morris International	Add +1.0%	0.12%	+0.01
PLD Prologis Inc.	Add +1.5%	0.09%	+0.01
WM Waste Management Inc.	Add +0.7%	0.09%	+0.01
MCHP Microchip Technology Inc.	Add +1.8%	0.05%	+0.00
HCA HCA Healthcare Inc.	Add +1.1%	0.05%	+0.00
ACGL Arch Capital Group Ltd.	Add +0.1%	0.08%	+0.00
UBER Uber Technologies Inc.	Add +13.4%	0.05%	+0.00
SCHW Schwab (charles) Corp.	Add +0.1%	0.07%	−0.00
MS Morgan Stanley	Add +0.2%	0.09%	−0.01
MET Metlife Inc.	Add +0.6%	0.06%	−0.01
PRU Prudential Financial Inc.	Add +1.4%	0.07%	−0.01
AMP Ameriprise Financial Inc.	Add +0.1%	0.11%	−0.01
CRWD CrowdStrike Holdings Inc. Class A	Add +1.3%	0.06%	−0.01

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