Sunflower Bank, N.A.

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
159
Total value ($000)
$418,349
Net value change ($000)
+25,974 (6.6%)
New positions
13
Sold out positions
9
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
VV 6,748 11.8%
IJR 2,750 16.5%
INTC 2,729 209.4%
MU 1,608 291.8%
VXUS 1,597 5.6%
AMAT 1,515 106.2%
AMD 1,346 208.0%
EMR 1,263 9.3%
AVGO 1,045 58.9%
DELL 878 160.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -4,082 -28.8%
VTEB -2,202 -4.9%
AGG -1,241 -4.8%
ACWI -931 -100.0%
XOM -857 -21.6%
JMST -522 -65.8%
EXI -430 -100.0%
CME -325 -100.0%
DGRW -272 -100.0%
CVX -238 -23.2%
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