Sunflower Bank, N.A.

Q4 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$396,889
Net value change ($000)
-14,248 (-3.5%)
New positions
13
Sold out positions
7
Turnover %
14.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PYLD 43,192 NEW
EVSM 9,611 NEW
VGK 1,786 15.0%
LLY 844 63.5%
VGT 558 138.8%
XOM 481 17.0%
AMAT 408 60.6%
GOOGL 383 13.2%
WM 341 NEW
MRK 340 26.5%
Top Reduces (Value $000, Stocks/ETFs)
AGG -27,422 -49.3%
VRIG -11,979 -86.5%
JFLX -10,325 -94.7%
JMST -9,370 -88.9%
VV -6,070 -9.4%
VXUS -4,407 -13.6%
IJR -1,980 -11.0%
VTEB -969 -2.2%
SPY -770 -5.0%
JPIB -544 -44.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type