Trust Investment Services Analyst

0001818759-23-000003.txt : 20230427 0001818759-23-000003.hdr.sgml : 20230427 20230426192126 ACCESSION NUMBER: 0001818759-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230426 EFFECTIVENESS DATE: 20230427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sunflower Bank, N.A. CENTRAL INDEX KEY: 0001818759 IRS NUMBER: 480216075 STATE OF INCORPORATION: KS FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20305 FILM NUMBER: 23851324 BUSINESS ADDRESS: STREET 1: 1400 16TH ST, STE 250 CITY: DENVER STATE: CO ZIP: 80202 BUSINESS PHONE: 9132896010 MAIL ADDRESS: STREET 1: 1400 16TH ST, STE 250 CITY: DENVER STATE: CO ZIP: 80202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001818759 XXXXXXXX 03-31-2023 03-31-2023 Sunflower Bank, N.A.

1400 16TH ST, STE 250 DENVER CO 80202

13F HOLDINGS REPORT 028-20305 N Jocelyn Raffaelle Trust Investment Services Analyst 913-289-6010 Jocelyn Raffaelle Overland Park KS 04-26-2023 0 173 442319816 false INFORMATION TABLE 2 XMLdata.xml ABBOTT LABORATORIES Equities 002824100 816662 8065 SH DFND 8065 0 0 ABBOTT LABORATORIES Equities 002824100 4306183 42526 SH SOLE 42501 0 25 ABBVIE INC Equities 00287Y109 1281335 8040 SH DFND 8040 0 0 ABBVIE INC Equities 00287Y109 6660072 41790 SH SOLE 41756 0 34 ACCENTURE PLC A Equities G1151C101 342400 1198 SH SOLE 1198 0 0 ADOBE INC Equities 00724F101 8478 22 SH DFND 22 0 0 ADOBE INC Equities 00724F101 311379 808 SH SOLE 800 0 8 ALPHABET INC CAP STK CLASS C Equities 02079K107 8320 80 SH DFND 80 0 0 ALPHABET INC CAP STK CLASS C Equities 02079K107 850720 8180 SH SOLE 8133 0 47 ALPHABET INC CLASS A Equities 02079K305 8298 80 SH DFND 80 0 0 ALPHABET INC CLASS A Equities 02079K305 596966 5755 SH SOLE 5708 0 47 AMAZON.COM INC Equities 023135106 14461 140 SH DFND 140 0 0 AMAZON.COM INC Equities 023135106 965658 9349 SH SOLE 9304 0 45 AMERICAN EXPRESS COMMON Equities 025816109 391756 2375 SH DFND 2375 0 0 AMERICAN EXPRESS COMMON Equities 025816109 244291 1481 SH SOLE 1481 0 0 AMERIPRISE FINL INC COMMON Equities 03076C106 155089 506 SH DFND 506 0 0 AMERIPRISE FINL INC COMMON Equities 03076C106 194628 635 SH SOLE 628 0 7 AMGEN INC Equities 031162100 212257 878 SH SOLE 878 0 0 ANALOG DEVICES INC Equities 032654105 204123 1035 SH SOLE 1035 0 0 AON PLC Equities G0403H108 485547 1540 SH SOLE 1540 0 0 APOLLO GLOBAL MGMT INC Equities 03769M106 244871 3877 SH SOLE 3877 0 0 APPLE INC COMMON Equities 037833100 31331 190 SH DFND 190 0 0 APPLE INC COMMON Equities 037833100 2987823 18119 SH SOLE 18033 0 86 APPLIED MATERIALS INC Equities 038222105 282632 2301 SH SOLE 2301 0 0 ARCHER DANIELS MIDLAND CO Equities 039483102 103662833 1301316 SH SOLE 1301316 0 0 AT&T INC Equities 00206R102 10530 547 SH DFND 547 0 0 AT&T INC Equities 00206R102 448159 23281 SH SOLE 23146 0 135 AUTOMATIC DATA PROCESSING INC Equities 053015103 89052 400 SH DFND 400 0 0 AUTOMATIC DATA PROCESSING INC Equities 053015103 519396 2333 SH SOLE 2333 0 0 BANK AMER CORP COMMON Equities 060505104 327012 11434 SH SOLE 11434 0 0 BERKSHIRE HATHAWAY INC DEL CLAS Equities 084670702 724992 2348 SH SOLE 2348 0 0 BRISTOL MYERS SQUIBB COMMON Equities 110122108 5406 78 SH DFND 78 0 0 BRISTOL MYERS SQUIBB COMMON Equities 110122108 195870 2826 SH SOLE 2826 0 0 CAPITAL ONE FINL CORP COMMON Equities 14040H105 249343 2593 SH SOLE 2593 0 0 CATERPILLAR INC. Equities 149123101 5721 25 SH DFND 25 0 0 CATERPILLAR INC. Equities 149123101 205041 896 SH SOLE 885 0 11 CHEVRON CORP Equities 166764100 477243 2925 SH SOLE 2918 0 7 CISCO SYSTEMS INC Equities 17275R102 149402 2858 SH DFND 2858 0 0 CISCO SYSTEMS INC Equities 17275R102 722441 13820 SH SOLE 13719 0 101 COCA-COLA CO Equities 191216100 806390 13000 SH DFND 13000 0 0 COCA-COLA CO Equities 191216100 622533 10036 SH SOLE 10036 0 0 COMCAST CORP NEW CL A Equities 20030N101 230000 6067 SH SOLE 6067 0 0 COSTCO WHOLESALE CORP NEW COMMO Equities 22160K105 6459 13 SH DFND 13 0 0 COSTCO WHOLESALE CORP NEW COMMO Equities 22160K105 281725 567 SH SOLE 561 0 6 DANAHER CORP COMMON Equities 235851102 353612 1403 SH SOLE 1403 0 0 EATON CORP PLC Equities G29183103 334113 1950 SH SOLE 1940 0 10 EXXON MOBIL CORP Equities 30231G102 1261090 11500 SH DFND 11500 0 0 EXXON MOBIL CORP Equities 30231G102 763563 6963 SH SOLE 6963 0 0 FIRST TRUST TWC OPPORTUNISTIC F Equities 33740F805 308661 6850 SH DFND 6850 0 0 GENERAL ELECTRIC CO Equities 369604301 215100 2250 SH DFND 2250 0 0 GENERAL ELECTRIC CO Equities 369604301 159174 1665 SH SOLE 1665 0 0 HUBBELL INC NPV Equities 443510607 614358 2525 SH DFND 2525 0 0 INTEL CORP Equities 458140100 4182 128 SH DFND 128 0 0 INTEL CORP Equities 458140100 786857 24085 SH SOLE 23999 0 86 INVESCO AC VAR ETF Equities 46090A879 259016 10478 SH DFND 10478 0 0 INVESCO AC VAR ETF Equities 46090A879 14759991 597087 SH SOLE 593277 0 3810 INVESCO QQQ TRUST SERIES 1 Equities 46090E103 301032 938 SH SOLE 938 0 0 ISHARES AAA-A RATED CORP BOND E Equities 46429B291 760656 15900 SH SOLE 15900 0 0 ISHARES AGENCY BOND ETF Equities 464288166 2493078 23035 SH SOLE 23035 0 0 ISHARES CORE MSCI EMERG MARKTET Equities 46434G103 827137 16953 SH SOLE 16953 0 0 ISHARES CORE S&P 500 ETF Equities 464287200 1573614 3828 SH SOLE 3828 0 0 ISHARES CORE S&P SMALL CAP ETF Equities 464287804 709101 7333 SH DFND 7333 0 0 ISHARES CORE S&P SMALL CAP ETF Equities 464287804 12795731 132324 SH SOLE 131926 0 398 ISHARES CORE U.S. AGGREGATE BO Equities 464287226 687117 6896 SH DFND 6896 0 0 ISHARES CORE U.S. AGGREGATE BO Equities 464287226 43714061 438720 SH SOLE 436366 0 2354 ISHARES GLBL MAT ETF Equities 464288695 557520 6663 SH SOLE 6663 0 0 ISHARES GLOBAL CONSUMER DISCR E Equities 464288745 473835 3264 SH SOLE 3264 0 0 ISHARES GNMA BOND ETF Equities 46429B333 2462195 55380 SH SOLE 55380 0 0 ISHARES MSCI EAFE Equities 464287465 62222 870 SH DFND 870 0 0 ISHARES MSCI EAFE Equities 464287465 998991 13968 SH SOLE 13968 0 0 ISHARES MSCI EMERG Equities 464287234 35514 900 SH DFND 900 0 0 ISHARES MSCI EMERG Equities 464287234 484450 12277 SH SOLE 12277 0 0 ISHARES RUSSELL 1000 VALUE Equities 464287598 589551 3872 SH SOLE 3872 0 0 ISHARES RUSSELL 2000 Equities 464287655 74571 418 SH DFND 418 0 0 ISHARES RUSSELL 2000 Equities 464287655 1707823 9573 SH SOLE 9573 0 0 ISHARES S&P 500 GROWTH ETF Equities 464287309 51112 800 SH DFND 800 0 0 ISHARES S&P 500 GROWTH ETF Equities 464287309 306608 4799 SH SOLE 4799 0 0 ISHARES S&P GLO INDS Equities 464288729 553057 4845 SH SOLE 4845 0 0 ISHARES S&P GLOB TECH SECTOR ID Equities 464287291 504733 9285 SH SOLE 9285 0 0 ISHARES S&P GLOBAL FINANCIALS I Equities 464287333 517210 7495 SH SOLE 7495 0 0 ISHARES SHORT-TERM CORPORATE BD Equities 464288646 193568 3830 SH DFND 3830 0 0 ISHARES SHORT-TERM CORPORATE BD Equities 464288646 169309 3350 SH SOLE 3350 0 0 ISHARES TR MSCI Equities 464288257 1459107 16006 SH SOLE 16006 0 0 ISHARES TR S&P MIDCAP 400 INDEX Equities 464287507 354227 1416 SH SOLE 1416 0 0 ISHS INTL SEL DV ETF Equities 464288448 385437 14021 SH DFND 14021 0 0 ISHS INTL SEL DV ETF Equities 464288448 4091722 148844 SH SOLE 141986 0 6858 JM SMUCKER CO/THE-NEW COM Equities 832696405 225511 1433 SH SOLE 1433 0 0 JOHNSON & JOHNSON Equities 478160104 935890 6038 SH DFND 6038 0 0 JOHNSON & JOHNSON Equities 478160104 644645 4159 SH SOLE 4144 0 15 JP MORGAN INTL BOND OPPORTUNITI Equities 46641Q852 501069 10580 SH DFND 10580 0 0 JP MORGAN INTL BOND OPPORTUNITI Equities 46641Q852 12945098 273334 SH SOLE 271940 0 1394 JP MORGAN ULTRA SHORT INC ETF Equities 46641Q837 207067 4115 SH DFND 4115 0 0 JP MORGAN ULTRA SHORT INC ETF Equities 46641Q837 231975 4610 SH SOLE 4610 0 0 JPMORGAN CHASE & CO Equities 46625H100 9122 70 SH DFND 70 0 0 JPMORGAN CHASE & CO Equities 46625H100 893145 6854 SH SOLE 6840 0 14 JPMORGAN ULTRA-SHORT MUNICIPAL Equities 46641Q654 662302 13040 SH DFND 13040 0 0 JPMORGAN ULTRA-SHORT MUNICIPAL Equities 46641Q654 8101005 159500 SH SOLE 159500 0 0 KROGER CO Equities 501044101 523026 10594 SH SOLE 10594 0 0 LILLY ELI & COMMON Equities 532457108 4808 14 SH DFND 14 0 0 LILLY ELI & COMMON Equities 532457108 523716 1525 SH SOLE 1517 0 8 MASTERCARD CL A Equities 57636Q104 5451 15 SH DFND 15 0 0 MASTERCARD CL A Equities 57636Q104 438999 1208 SH SOLE 1208 0 0 MCDONALDS CORP COMMON Equities 580135101 256123 916 SH SOLE 916 0 0 MERCK & CO INC NEW Equities 58933Y105 646319 6075 SH DFND 6075 0 0 MERCK & CO INC NEW Equities 58933Y105 974000 9155 SH SOLE 9131 0 24 META PLATFORMS INC. Equities 30303M102 12293 58 SH DFND 58 0 0 META PLATFORMS INC. Equities 30303M102 657226 3101 SH SOLE 3075 0 26 MICROSOFT CORP Equities 594918104 60543 210 SH DFND 210 0 0 MICROSOFT CORP Equities 594918104 2390584 8292 SH SOLE 8250 0 42 MOODYS CORP Equities 615369105 257057 840 SH SOLE 840 0 0 NEXTERA ENERGY INC Equities 65339F101 228928 2970 SH SOLE 2970 0 0 NVIDIA CORP Equities 67066G104 11944 43 SH DFND 43 0 0 NVIDIA CORP Equities 67066G104 598317 2154 SH SOLE 2129 0 25 ORACLE CORP Equities 68389X105 92920 1000 SH DFND 1000 0 0 ORACLE CORP Equities 68389X105 295579 3181 SH SOLE 3181 0 0 PAYCHEX COMMON Equities 704326107 5844 51 SH DFND 51 0 0 PAYCHEX COMMON Equities 704326107 220471 1924 SH SOLE 1903 0 21 PEPSICO INC Equities 713448108 410540 2252 SH SOLE 2252 0 0 PFIZER INC Equities 717081103 160752 3940 SH DFND 3940 0 0 PFIZER INC Equities 717081103 239496 5870 SH SOLE 5870 0 0 PROCTER & GAMBLE CO Equities 742718109 16530611 111175 SH SOLE 111175 0 0 PRUDENTIAL FINL INC Equities 744320102 5709 69 SH DFND 69 0 0 PRUDENTIAL FINL INC Equities 744320102 245572 2968 SH SOLE 2944 0 24 QUALCOMM INC COMMON Equities 747525103 231558 1815 SH SOLE 1815 0 0 RAYTHEON TECHNOLOGIES CORP Equities 75513E101 457137 4668 SH DFND 4668 0 0 RAYTHEON TECHNOLOGIES CORP Equities 75513E101 105373 1076 SH SOLE 1076 0 0 S&P GLOBAL INC COM Equities 78409V104 413724 1200 SH DFND 1200 0 0 S&P GLOBAL INC COM Equities 78409V104 182728 530 SH SOLE 530 0 0 SALESFORCE INC Equities 79466L302 6393 32 SH DFND 32 0 0 SALESFORCE INC Equities 79466L302 462890 2317 SH SOLE 2300 0 17 SCHWAB STRATEGIC TR Equities 808524706 256773 10472 SH SOLE 10472 0 0 SCHWAB STRATEGIC TR Equities 808524805 472723 13584 SH SOLE 13584 0 0 SCHWAB STRATEGIC US DIVIDEND EQ Equities 808524797 483149 6604 SH SOLE 6604 0 0 SPDR BARCLAYS BLOOMBERG ST BD E Equities 78464A474 136891 4620 SH DFND 4620 0 0 SPDR BARCLAYS BLOOMBERG ST BD E Equities 78464A474 669312 22589 SH SOLE 22589 0 0 SPDR BARCLAYS SHORT TERM HIGHI Equities 78468R408 207066 8336 SH DFND 8336 0 0 SPDR BARCLAYS SHORT TERM HIGHI Equities 78468R408 2459359 99008 SH SOLE 96002 0 3006 SPDR GOLD TR GOLD SHS Equities 78463V107 91610 500 SH DFND 500 0 0 SPDR GOLD TR GOLD SHS Equities 78463V107 214551 1171 SH SOLE 1171 0 0 SPDR S&P 500 ETF TR TR UNIT Equities 78462F103 466295 1139 SH DFND 1139 0 0 SPDR S&P 500 ETF TR TR UNIT Equities 78462F103 17952570 43852 SH SOLE 43810 0 42 SPDR S&P MIDCAP 400 ETF TR Equities 78467Y107 73346 160 SH DFND 160 0 0 SPDR S&P MIDCAP 400 ETF TR Equities 78467Y107 1909736 4166 SH SOLE 4151 0 15 SPDR SER TR NUVEEN BLOOMBERG BA Equities 78468R739 145931 3069 SH DFND 3069 0 0 SPDR SER TR NUVEEN BLOOMBERG BA Equities 78468R739 2421389 50923 SH SOLE 50923 0 0 TARGET CORP Equities 87612E106 859454 5189 SH SOLE 5189 0 0 TECH SELECT SEC SPDR Equities 81369Y803 37753 250 SH DFND 250 0 0 TECH SELECT SEC SPDR Equities 81369Y803 845807 5601 SH SOLE 5601 0 0 TESLA MTRS INC Equities 88160R101 11410 55 SH DFND 55 0 0 TESLA MTRS INC Equities 88160R101 585660 2823 SH SOLE 2796 0 27 THE HOME DEPOT INC Equities 437076102 8558 29 SH DFND 29 0 0 THE HOME DEPOT INC Equities 437076102 572238 1939 SH SOLE 1931 0 8 THERMO FISHER SCIENTIFIC INC CO Equities 883556102 5764 10 SH DFND 10 0 0 THERMO FISHER SCIENTIFIC INC CO Equities 883556102 355044 616 SH SOLE 611 0 5 UNION PACIFIC CORP Equities 907818108 966048 4800 SH DFND 4800 0 0 UNION PACIFIC CORP Equities 907818108 143096 711 SH SOLE 711 0 0 UNITEDHEALTH GROUP INC Equities 91324P102 8034 17 SH DFND 17 0 0 UNITEDHEALTH GROUP INC Equities 91324P102 686673 1453 SH SOLE 1448 0 5 VANGUARD FTSE EMERGING MARKETS Equities 922042858 313908 7770 SH DFND 7770 0 0 VANGUARD FTSE EMERGING MARKETS Equities 922042858 10063115 249087 SH SOLE 248575 0 512 VANGUARD IND FD MID-CAP ETF Equities 922908629 305623 1449 SH SOLE 1449 0 0 VANGUARD INDEX FUNDS VANGUARD E Equities 922908652 48089 343 SH DFND 343 0 0 VANGUARD INDEX FUNDS VANGUARD E Equities 922908652 932330 6650 SH SOLE 6650 0 0 VANGUARD LARGE-CAP ETF Equities 922908637 1731355 9268 SH DFND 9268 0 0 VANGUARD LARGE-CAP ETF Equities 922908637 27119581 145172 SH SOLE 145172 0 0 VANGUARD MUN BD FD INC TAX EXEM Equities 922907746 2108165 41614 SH DFND 41614 0 0 VANGUARD MUN BD FD INC TAX EXEM Equities 922907746 26390516 520934 SH SOLE 520934 0 0 VANGUARD STAR FUNDS VANGUARD TO Equities 921909768 1634326 29602 SH DFND 29602 0 0 VANGUARD STAR FUNDS VANGUARD TO Equities 921909768 53341914 966164 SH SOLE 966164 0 0 VERIZON COMMUNICATIONS INC COMM Equities 92343V104 256246 6589 SH SOLE 6589 0 0 VISA COMMON CL A Equities 92826C839 10822 48 SH DFND 48 0 0 VISA COMMON CL A Equities 92826C839 690809 3064 SH SOLE 3042 0 22 WELLS FARGO & CO Equities 949746101 254483 6808 SH SOLE 6808 0 0