13F Insight
DOSSIER · 13F-HR · Q2 2026

Sunflower Bank, N.A.

$418M in tracked AUM across 226 positions as of Q2 2026.

SB
CIK 0001818759 · last filed Jun 30, 2026
Total AUM
$418M
as of Q2 2026
Holdings
226
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Sunflower Bank, N.A.
1. Portfolio Overview

Sunflower Bank, N.A. has reported a substantial transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 275.9%, growing from $105.58 million to $396.89 million. This indicates a significant capital inflow or a major strategic reallocation of assets, likely moving cash or other non-reported holdings into publicly traded securit...

The portfolio consists of 222 holdings, reflecting a high degree of diversification. The structure suggests a "core-satellite" approach or a model-based investment strategy, typical of institutional asset managers or bank trust departments seeking broad market exposure with specific factor tilts. The turnover rate was exceptionally high this quarter, with 60 positions changing (30 new buys and 30 complete exits), signaling a complete overhaul of the investment strategy rather than mere portfolio tuning.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD LARGE-CAP ETF
$64M186K15.3%02
PYLD
PIMCO TRUST MULTISECTOR BOND ET
$45M1.7M10.8%03
VTEB
VANGUARD MUN BD FD INC TAX EXEM
$43M840K10.2%04
VXUS
VANGUARD STAR FUNDS VANGUARD TO
$30M354K7.2%05
AGG
ISHARES CORE U.S. AGGREGATE BO
$25M250K5.9%06
IJR
ISHARES CORE S&P SMALL CAP ETF
$19M131K4.6%07
EMR
EMERSON ELECTRIC CO
$15M103K3.5%08
VGK
VANGUARD INTL EQUITY INDEX FUND
$14M163K3.5%09
SPY
SPDR S&P 500 ETF TR TR UNIT
$10M14K2.4%10
EVSM
EATON VANCE SHORT DURATION MUNI
$10M197K2.4%

Filing history

2026Q2Jun 30
$418M▲ 6.6%
226 positionsView →2026Q1Mar 31
$392M▼ 1.1%
221 positionsView →2025Q4Dec 31
$397M▼ 3.5%
222 positionsView →2025Q3Sep 30
$411M▲ 4.0%
212 positionsView →2025Q2Jun 30
$395M▲ 10.8%
202 positionsLocked2025Q1Mar 31
$357M▼ 0.8%
188 positionsLocked2024Q4Dec 31
$360M▼ 1.4%
189 positionsLocked2024Q3Sep 30
$365M▼ 13.9%
200 positionsLocked2024Q2Jun 30
$424M▼ 4.7%
189 positionsLocked2024Q1Mar 31
$444M▲ 1.1%
187 positionsLocked2023Q4Dec 31
$440M▲ 6.0%
181 positionsLocked2023Q3Sep 30
$415M▼ 3.6%
172 positionsLocked
Showing 12 of 25