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Sunflower Bank, N.A. 13F Filings, Portfolio & Analysis

CIK: 0001818759
Dallas 8117 Preston Road #220
Zip Code: 75225
Latest Portfolio Value
$392.38 M
-1.14%
Total Holdings
155
1
Latest Report Date
Q1 2026
Top 10 Concentration
68.75%

Sunflower Bank, N.A. — Portfolio Overview & Company Profile

Sunflower Bank, N.A. (CIK: 0001818759) is a financial institution headquartered at 8117 Preston Road #220, , Dallas, Texas 75225. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $392.38 M, comprising 155 distinct securities. Over its filing history, it has submitted 24 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 68.8%. Quarterly turnover: 2.1%. ▲ 9 new, +59 added, −65 reduced, ×6 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
-0.90%
$391.29 M 99.72%
Options
$0 0.00%
Debt
$0 0.00%
Other
-46.40%
$1.09 M 0.28%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
191,036 $57.09 M 14.55% ▲ 4,675 Add 2.5%
896,240 $44.71 M 11.40% ▲ 22,074 Add 2.5%
1.7 M $44.53 M 11.35% ▲ 80,781 Add 5.0%
371,711 $28.66 M 7.30% ▲ 457 Add 0.1%
261,519 $25.96 M 6.62% ▼ 20,348 Reduce -7.2%
134,078 $16.67 M 4.25% ▲ 790 Add 0.6%
21,810 $14.18 M 3.61% ▲ 367 Add 1.7%
165,448 $13.64 M 3.48% ▲ 1,549 Add 1.0%
103,264 $13.53 M 3.45% ▼ 14 Reduce 0.0%
199,520 $10.01 M 2.55% ▲ 8,721 Add 4.6%

Historical Portfolio Charts