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SUNFLOWER BANK, N.A.

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DALLAS TX Banks
13F Summary
Sunflower Bank, N.a. is based out of Dallas. Their last reported 13F filing for Q4 2023 included $439,501,552 in managed 13F securities and a top 10 holdings concentration of 77.2%. Sunflower Bank, N.a.'s largest holding is Archer-Daniels-Midland Co. with shares held of 1,298,797. Whalewisdom has at least 15 13F filings

2023-12-31

Top Buys (13F)

Name % Change
VXUS VANGUARD TOTAL INTER 1%
VTEB VANGUARD TAX-EXEMPT 0.87%
IJR iShares Core S&P Sma 0.52%
MSFT Microsoft Corp. 0.1%
AAPL Apple Inc 0.08%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $440m, Prior: $415m
New Purchases 12 stocks
Added To 51 stocks
Sold out of 3 stocks
Reduced holdings in 36 stocks
Top 10 Holdings % 77.2%
Turnover %[1] 12.82%
Turnover Alt %[2] 1.58%
Time Held Top 20 5.45 quarters
Time Held Top 10 5.7 quarters
Time Held All 9.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance