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)
Name | % Change |
---|---|
ADM Archer-Daniels-Midla | 2.32% |
SHM SPDR(R) Nuveen Bloom | 0.36% |
JMST JPMorgan Ultra-Short | 0.2% |
JPIB JPMorgan Internation | 0.14% |
SPSB SPDR(R) Portfolio Sh | 0.08% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
ADM Archer-Daniels-Midla | 21.34% |
VXUS VANGUARD TOTAL INTER | 14.12% |
AGG iShares Core U.S. Ag | 9.65% |
VTEB VANGUARD TAX-EXEMPT | 8% |
VV VANGUARD LARGE-CAP I | 6.72% |
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