Trust Investment Services Analyst

0001818759-23-000004.txt : 20230713 0001818759-23-000004.hdr.sgml : 20230713 20230713173037 ACCESSION NUMBER: 0001818759-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 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: 231087542 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 06-30-2023 06-30-2023 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 07-13-2023 0 171 430095453 false INFORMATION TABLE 2 XMLData.xml ABBOTT LABORATORIES Equities 002824100 879246 8065 SH DFND 8065 0 0 ABBOTT LABORATORIES Equities 002824100 4565867 41881 SH SOLE 41856 0 25 ABBVIE INC Equities 00287Y109 1083229 8040 SH DFND 8040 0 0 ABBVIE INC Equities 00287Y109 5574858 41378 SH SOLE 41344 0 34 ACCENTURE PLC A Equities G1151C101 365359 1184 SH SOLE 1184 0 0 ADOBE INC Equities 00724F101 10758 22 SH DFND 22 0 0 ADOBE INC Equities 00724F101 358919 734 SH SOLE 726 0 8 ALPHABET INC CAP STK CLASS C Equities 02079K107 9678 80 SH DFND 80 0 0 ALPHABET INC CAP STK CLASS C Equities 02079K107 978647 8090 SH SOLE 8043 0 47 ALPHABET INC CLASS A Equities 02079K305 9576 80 SH DFND 80 0 0 ALPHABET INC CLASS A Equities 02079K305 660505 5518 SH SOLE 5471 0 47 AMAZON.COM INC Equities 023135106 18250 140 SH DFND 140 0 0 AMAZON.COM INC Equities 023135106 1176629 9026 SH SOLE 8981 0 45 AMERICAN EXPRESS COMMON Equities 025816109 413725 2375 SH DFND 2375 0 0 AMERICAN EXPRESS COMMON Equities 025816109 256074 1470 SH SOLE 1470 0 0 AMERIPRISE FINL INC COMMON Equities 03076C106 168073 506 SH DFND 506 0 0 AMERIPRISE FINL INC COMMON Equities 03076C106 212915 641 SH SOLE 634 0 7 ANALOG DEVICES INC Equities 032654105 215070 1104 SH SOLE 1104 0 0 AON PLC Equities G0403H108 531608 1540 SH SOLE 1540 0 0 APOLLO GLOBAL MGMT INC Equities 03769M106 264303 3441 SH SOLE 3441 0 0 APPLE INC COMMON Equities 037833100 36854 190 SH DFND 190 0 0 APPLE INC COMMON Equities 037833100 3440446 17737 SH SOLE 17651 0 86 APPLIED MATERIALS INC Equities 038222105 324059 2242 SH SOLE 2242 0 0 ARCHER DANIELS MIDLAND CO Equities 039483102 98314516 1301145 SH SOLE 1301145 0 0 AT&T INC Equities 00206R102 8725 547 SH DFND 547 0 0 AT&T INC Equities 00206R102 347806 21806 SH SOLE 21671 0 135 AUTOMATIC DATA PROCESSING INC Equities 053015103 87916 400 SH DFND 400 0 0 AUTOMATIC DATA PROCESSING INC Equities 053015103 515408 2345 SH SOLE 2345 0 0 BANK AMER CORP COMMON Equities 060505104 322476 11240 SH SOLE 11240 0 0 BERKSHIRE HATHAWAY INC DEL CLAS Equities 084670702 734514 2154 SH SOLE 2154 0 0 BROADCOM INC Equities 11135F101 9542 11 SH DFND 11 0 0 BROADCOM INC Equities 11135F101 239411 276 SH SOLE 271 0 5 CAPITAL ONE FINL CORP COMMON Equities 14040H105 287315 2627 SH SOLE 2627 0 0 CATERPILLAR INC. Equities 149123101 6151 25 SH DFND 25 0 0 CATERPILLAR INC. Equities 149123101 216032 878 SH SOLE 867 0 11 CHEVRON CORP Equities 166764100 439007 2790 SH SOLE 2783 0 7 CISCO SYSTEMS INC Equities 17275R102 147873 2858 SH DFND 2858 0 0 CISCO SYSTEMS INC Equities 17275R102 661962 12794 SH SOLE 12693 0 101 COCA-COLA CO Equities 191216100 782860 13000 SH DFND 13000 0 0 COCA-COLA CO Equities 191216100 621230 10316 SH SOLE 10316 0 0 COMCAST CORP NEW CL A Equities 20030N101 265089 6380 SH SOLE 6380 0 0 COSTCO WHOLESALE CORP NEW COMMO Equities 22160K105 6999 13 SH DFND 13 0 0 COSTCO WHOLESALE CORP NEW COMMO Equities 22160K105 289648 538 SH SOLE 532 0 6 DANAHER CORP COMMON Equities 235851102 274080 1142 SH SOLE 1142 0 0 EATON CORP PLC Equities G29183103 304465 1514 SH SOLE 1504 0 10 EXXON MOBIL CORP Equities 30231G102 1233375 11500 SH DFND 11500 0 0 EXXON MOBIL CORP Equities 30231G102 715036 6667 SH SOLE 6667 0 0 FIRST TRUST TWC OPPORTUNISTIC F Equities 33740F805 302565 6850 SH DFND 6850 0 0 GENERAL ELECTRIC CO Equities 369604301 247163 2250 SH DFND 2250 0 0 GENERAL ELECTRIC CO Equities 369604301 196082 1785 SH SOLE 1785 0 0 HUBBELL INC NPV Equities 443510607 837189 2525 SH DFND 2525 0 0 INTEL CORP Equities 458140100 4280 128 SH DFND 128 0 0 INTEL CORP Equities 458140100 801624 23972 SH SOLE 23886 0 86 INVESCO AC VAR ETF Equities 46090A879 260797 10478 SH DFND 10478 0 0 INVESCO AC VAR ETF Equities 46090A879 13690346 550034 SH SOLE 546517 0 3517 INVESCO QQQ TRUST SERIES 1 Equities 46090E103 346516 938 SH SOLE 938 0 0 ISHARES AAA-A RATED CORP BOND E Equities 46429B291 750162 15900 SH SOLE 15900 0 0 ISHARES AGENCY BOND ETF Equities 464288166 2463966 23035 SH SOLE 23035 0 0 ISHARES CORE MSCI EMERG MARKTET Equities 46434G103 778782 15800 SH SOLE 15800 0 0 ISHARES CORE S&P 500 ETF Equities 464287200 1706178 3828 SH SOLE 3828 0 0 ISHARES CORE S&P SMALL CAP ETF Equities 464287804 749966 7526 SH DFND 7526 0 0 ISHARES CORE S&P SMALL CAP ETF Equities 464287804 12324712 123680 SH SOLE 123282 0 398 ISHARES CORE U.S. AGGREGATE BO Equities 464287226 675463 6896 SH DFND 6896 0 0 ISHARES CORE U.S. AGGREGATE BO Equities 464287226 41479474 423476 SH SOLE 421122 0 2354 ISHARES GLBL MAT ETF Equities 464288695 519175 6343 SH SOLE 6343 0 0 ISHARES GLOBAL CONSUMER DISCR E Equities 464288745 487211 3109 SH SOLE 3109 0 0 ISHARES GNMA BOND ETF Equities 46429B333 2427859 55380 SH SOLE 55380 0 0 ISHARES MSCI EAFE Equities 464287465 63075 870 SH DFND 870 0 0 ISHARES MSCI EAFE Equities 464287465 999485 13786 SH SOLE 13786 0 0 ISHARES MSCI EMERG Equities 464287234 30580 773 SH DFND 773 0 0 ISHARES MSCI EMERG Equities 464287234 467204 11810 SH SOLE 11810 0 0 ISHARES RUSSELL 1000 VALUE Equities 464287598 699029 4429 SH SOLE 4429 0 0 ISHARES RUSSELL 2000 Equities 464287655 78279 418 SH DFND 418 0 0 ISHARES RUSSELL 2000 Equities 464287655 1740675 9295 SH SOLE 9295 0 0 ISHARES S&P 500 GROWTH ETF Equities 464287309 56384 800 SH DFND 800 0 0 ISHARES S&P 500 GROWTH ETF Equities 464287309 338234 4799 SH SOLE 4799 0 0 ISHARES S&P GLO INDS Equities 464288729 553150 4600 SH SOLE 4600 0 0 ISHARES S&P GLOB TECH SECTOR ID Equities 464287291 553180 8895 SH SOLE 8895 0 0 ISHARES S&P GLOBAL FINANCIALS I Equities 464287333 512942 7170 SH SOLE 7170 0 0 ISHARES SHORT-TERM CORPORATE BD Equities 464288646 192151 3830 SH DFND 3830 0 0 ISHARES SHORT-TERM CORPORATE BD Equities 464288646 168070 3350 SH SOLE 3350 0 0 ISHARES TR MSCI Equities 464288257 1444856 15060 SH SOLE 15060 0 0 ISHARES TR S&P MIDCAP 400 INDEX Equities 464287507 370256 1416 SH SOLE 1416 0 0 ISHS INTL SEL DV ETF Equities 464288448 369173 14021 SH DFND 14021 0 0 ISHS INTL SEL DV ETF Equities 464288448 3691361 140196 SH SOLE 133797 0 6399 JM SMUCKER CO/THE-NEW COM Equities 832696405 211611 1433 SH SOLE 1433 0 0 JOHNSON & JOHNSON Equities 478160104 999410 6038 SH DFND 6038 0 0 JOHNSON & JOHNSON Equities 478160104 644204 3892 SH SOLE 3877 0 15 JP MORGAN INTL BOND OPPORTUNITI Equities 46641Q852 493028 10580 SH DFND 10580 0 0 JP MORGAN INTL BOND OPPORTUNITI Equities 46641Q852 11970235 256872 SH SOLE 255478 0 1394 JP MORGAN ULTRA SHORT INC ETF Equities 46641Q837 206326 4115 SH DFND 4115 0 0 JP MORGAN ULTRA SHORT INC ETF Equities 46641Q837 231145 4610 SH SOLE 4610 0 0 JPMORGAN CHASE & CO Equities 46625H100 10181 70 SH DFND 70 0 0 JPMORGAN CHASE & CO Equities 46625H100 998300 6864 SH SOLE 6850 0 14 JPMORGAN ULTRA-SHORT MUNICIPAL Equities 46641Q654 658146 12994 SH DFND 12994 0 0 JPMORGAN ULTRA-SHORT MUNICIPAL Equities 46641Q654 7870757 155395 SH SOLE 155395 0 0 KROGER CO Equities 501044101 497918 10594 SH SOLE 10594 0 0 LILLY ELI & COMMON Equities 532457108 6566 14 SH DFND 14 0 0 LILLY ELI & COMMON Equities 532457108 725512 1547 SH SOLE 1539 0 8 MASTERCARD CL A Equities 57636Q104 5900 15 SH DFND 15 0 0 MASTERCARD CL A Equities 57636Q104 455048 1157 SH SOLE 1157 0 0 MCDONALDS CORP COMMON Equities 580135101 247680 830 SH SOLE 830 0 0 MERCK & CO INC NEW Equities 58933Y105 700994 6075 SH DFND 6075 0 0 MERCK & CO INC NEW Equities 58933Y105 1051664 9114 SH SOLE 9090 0 24 META PLATFORMS INC. Equities 30303M102 16645 58 SH DFND 58 0 0 META PLATFORMS INC. Equities 30303M102 846304 2949 SH SOLE 2923 0 26 MICROSOFT CORP Equities 594918104 71513 210 SH DFND 210 0 0 MICROSOFT CORP Equities 594918104 2624201 7706 SH SOLE 7664 0 42 MOODYS CORP Equities 615369105 297648 856 SH SOLE 856 0 0 NETFLIX INC COMMON Equities 64110L106 212316 482 SH SOLE 482 0 0 NEXTERA ENERGY INC Equities 65339F101 226681 3055 SH SOLE 3055 0 0 NVIDIA CORP Equities 67066G104 18190 43 SH DFND 43 0 0 NVIDIA CORP Equities 67066G104 873113 2064 SH SOLE 2039 0 25 ORACLE CORP Equities 68389X105 119090 1000 SH DFND 1000 0 0 ORACLE CORP Equities 68389X105 351435 2951 SH SOLE 2951 0 0 PAYCHEX COMMON Equities 704326107 5705 51 SH DFND 51 0 0 PAYCHEX COMMON Equities 704326107 223181 1995 SH SOLE 1974 0 21 PEPSICO INC Equities 713448108 388777 2099 SH SOLE 2099 0 0 PFIZER INC Equities 717081103 144519 3940 SH DFND 3940 0 0 PFIZER INC Equities 717081103 206839 5639 SH SOLE 5639 0 0 PROCTER & GAMBLE CO Equities 742718109 16817799 110833 SH SOLE 110833 0 0 PRUDENTIAL FINL INC Equities 744320102 6087 69 SH DFND 69 0 0 PRUDENTIAL FINL INC Equities 744320102 248163 2813 SH SOLE 2789 0 24 RAYTHEON TECHNOLOGIES CORP Equities 75513E101 457277 4668 SH DFND 4668 0 0 RAYTHEON TECHNOLOGIES CORP Equities 75513E101 108344 1106 SH SOLE 1106 0 0 S&P GLOBAL INC COM Equities 78409V104 481068 1200 SH DFND 1200 0 0 S&P GLOBAL INC COM Equities 78409V104 196035 489 SH SOLE 489 0 0 SALESFORCE INC Equities 79466L302 6760 32 SH DFND 32 0 0 SALESFORCE INC Equities 79466L302 486954 2305 SH SOLE 2288 0 17 SCHWAB STRATEGIC TR Equities 808524706 257925 10472 SH SOLE 10472 0 0 SCHWAB STRATEGIC TR Equities 808524805 537495 15077 SH SOLE 15077 0 0 SCHWAB STRATEGIC US DIVIDEND EQ Equities 808524797 412554 5681 SH SOLE 5681 0 0 SPDR BARCLAYS BLOOMBERG ST BD E Equities 78464A474 136013 4620 SH DFND 4620 0 0 SPDR BARCLAYS BLOOMBERG ST BD E Equities 78464A474 565660 19214 SH SOLE 19214 0 0 SPDR BARCLAYS SHORT TERM HIGHI Equities 78468R408 205899 8336 SH DFND 8336 0 0 SPDR BARCLAYS SHORT TERM HIGHI Equities 78468R408 2430604 98405 SH SOLE 95399 0 3006 SPDR GOLD TR GOLD SHS Equities 78463V107 89135 500 SH DFND 500 0 0 SPDR GOLD TR GOLD SHS Equities 78463V107 182905 1026 SH SOLE 1026 0 0 SPDR S&P 500 ETF TR TR UNIT Equities 78462F103 504896 1139 SH DFND 1139 0 0 SPDR S&P 500 ETF TR TR UNIT Equities 78462F103 17391204 39233 SH SOLE 39233 0 0 SPDR S&P MIDCAP 400 ETF TR Equities 78467Y107 76626 160 SH DFND 160 0 0 SPDR S&P MIDCAP 400 ETF TR Equities 78467Y107 1609617 3361 SH SOLE 3346 0 15 SPDR SER TR NUVEEN BLOOMBERG BA Equities 78468R739 2372732 50430 SH SOLE 50430 0 0 TARGET CORP Equities 87612E106 663061 5027 SH SOLE 5027 0 0 TECH SELECT SEC SPDR Equities 81369Y803 43465 250 SH DFND 250 0 0 TECH SELECT SEC SPDR Equities 81369Y803 925457 5323 SH SOLE 5323 0 0 TESLA MTRS INC Equities 88160R101 14397 55 SH DFND 55 0 0 TESLA MTRS INC Equities 88160R101 680864 2601 SH SOLE 2574 0 27 THE HOME DEPOT INC Equities 437076102 9009 29 SH DFND 29 0 0 THE HOME DEPOT INC Equities 437076102 584935 1883 SH SOLE 1875 0 8 THERMO FISHER SCIENTIFIC INC CO Equities 883556102 5218 10 SH DFND 10 0 0 THERMO FISHER SCIENTIFIC INC CO Equities 883556102 331311 635 SH SOLE 630 0 5 UNION PACIFIC CORP Equities 907818108 982176 4800 SH DFND 4800 0 0 UNION PACIFIC CORP Equities 907818108 146508 716 SH SOLE 716 0 0 UNITEDHEALTH GROUP INC Equities 91324P102 8171 17 SH DFND 17 0 0 UNITEDHEALTH GROUP INC Equities 91324P102 714712 1487 SH SOLE 1482 0 5 VANGUARD FTSE EMERGING MARKETS Equities 922042858 317751 7811 SH DFND 7811 0 0 VANGUARD FTSE EMERGING MARKETS Equities 922042858 9462819 232616 SH SOLE 232104 0 512 VANGUARD IND FD MID-CAP ETF Equities 922908629 319012 1449 SH SOLE 1449 0 0 VANGUARD INDEX FUNDS VANGUARD E Equities 922908652 31850 214 SH DFND 214 0 0 VANGUARD INDEX FUNDS VANGUARD E Equities 922908652 898189 6035 SH SOLE 6035 0 0 VANGUARD LARGE-CAP ETF Equities 922908637 1881242 9280 SH DFND 9280 0 0 VANGUARD LARGE-CAP ETF Equities 922908637 27386256 135094 SH SOLE 135094 0 0 VANGUARD MUN BD FD INC TAX EXEM Equities 922907746 2227056 44346 SH DFND 44346 0 0 VANGUARD MUN BD FD INC TAX EXEM Equities 922907746 26264960 522998 SH SOLE 522998 0 0 VANGUARD STAR FUNDS VANGUARD TO Equities 921909768 1661987 29636 SH DFND 29636 0 0 VANGUARD STAR FUNDS VANGUARD TO Equities 921909768 51340399 915485 SH SOLE 915485 0 0 VERIZON COMMUNICATIONS INC COMM Equities 92343V104 240656 6471 SH SOLE 6471 0 0 VISA COMMON CL A Equities 92826C839 11399 48 SH DFND 48 0 0 VISA COMMON CL A Equities 92826C839 695816 2930 SH SOLE 2908 0 22 WELLS FARGO & CO Equities 949746101 290565 6808 SH SOLE 6808 0 0