Trust Investment Services Analyst

0001818759-23-000005.txt : 20231016 0001818759-23-000005.hdr.sgml : 20231016 20231013191010 ACCESSION NUMBER: 0001818759-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231016 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231016 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: 231325991 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 09-30-2023 09-30-2023 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 10-13-2023 0 172 414677029 false INFORMATION TABLE 2 XMLData.xml ABBOTT LABORATORIES Equities 002824100 781095 8065 SH DFND 8065 0 0 ABBOTT LABORATORIES Equities 002824100 609574 6294 SH SOLE 6269 0 25 ABBVIE INC Equities 00287Y109 1198442 8040 SH DFND 8040 0 0 ABBVIE INC Equities 00287Y109 860971 5776 SH SOLE 5742 0 34 ACCENTURE PLC A Equities G1151C101 408763 1331 SH SOLE 1331 0 0 ADOBE INC Equities 00724F101 5099 10 SH DFND 10 0 0 ADOBE INC Equities 00724F101 351831 690 SH SOLE 682 0 8 ALPHABET INC CAP STK CLASS C Equities 02079K107 10548 80 SH DFND 80 0 0 ALPHABET INC CAP STK CLASS C Equities 02079K107 1109913 8418 SH SOLE 8371 0 47 ALPHABET INC CLASS A Equities 02079K305 10469 80 SH DFND 80 0 0 ALPHABET INC CLASS A Equities 02079K305 768279 5871 SH SOLE 5824 0 47 AMAZON.COM INC Equities 023135106 17797 140 SH DFND 140 0 0 AMAZON.COM INC Equities 023135106 1142300 8986 SH SOLE 8941 0 45 AMERICAN EXPRESS COMMON Equities 025816109 354326 2375 SH DFND 2375 0 0 AMERICAN EXPRESS COMMON Equities 025816109 211104 1415 SH SOLE 1415 0 0 AMERIPRISE FINL INC COMMON Equities 03076C106 166818 506 SH DFND 506 0 0 AMERIPRISE FINL INC COMMON Equities 03076C106 205391 623 SH SOLE 616 0 7 AON PLC Equities G0403H108 502217 1549 SH SOLE 1549 0 0 APOLLO GLOBAL MGMT INC Equities 03769M106 318020 3543 SH SOLE 3543 0 0 APPLE INC COMMON Equities 037833100 24312 142 SH DFND 142 0 0 APPLE INC COMMON Equities 037833100 3030075 17698 SH SOLE 17612 0 86 APPLIED MATERIALS INC Equities 038222105 328403 2372 SH SOLE 2372 0 0 ARCH CAPITAL GROUP LTD Equities G0450A105 217768 2732 SH SOLE 2732 0 0 ARCHER DANIELS MIDLAND CO Equities 039483102 98125870 1301059 SH SOLE 1301059 0 0 AT&T INC Equities 00206R102 8216 547 SH DFND 547 0 0 AT&T INC Equities 00206R102 363649 24211 SH SOLE 24076 0 135 AUTOMATIC DATA PROCESSING INC Equities 053015103 96232 400 SH DFND 400 0 0 AUTOMATIC DATA PROCESSING INC Equities 053015103 642349 2670 SH SOLE 2670 0 0 BANK AMER CORP COMMON Equities 060505104 310927 11356 SH SOLE 11356 0 0 BERKSHIRE HATHAWAY INC DEL CLAS Equities 084670702 753145 2150 SH SOLE 2150 0 0 BROADCOM INC Equities 11135F101 9136 11 SH DFND 11 0 0 BROADCOM INC Equities 11135F101 270769 326 SH SOLE 321 0 5 CAPITAL ONE FINL CORP COMMON Equities 14040H105 246410 2539 SH SOLE 2539 0 0 CATERPILLAR INC. Equities 149123101 6825 25 SH DFND 25 0 0 CATERPILLAR INC. Equities 149123101 216762 794 SH SOLE 783 0 11 CHEVRON CORP Equities 166764100 464042 2752 SH SOLE 2745 0 7 CISCO SYSTEMS INC Equities 17275R102 153646 2858 SH DFND 2858 0 0 CISCO SYSTEMS INC Equities 17275R102 741942 13801 SH SOLE 13700 0 101 COCA-COLA CO Equities 191216100 727740 13000 SH DFND 13000 0 0 COCA-COLA CO Equities 191216100 619587 11068 SH SOLE 11068 0 0 COMCAST CORP NEW CL A Equities 20030N101 323638 7299 SH SOLE 7299 0 0 COSTCO WHOLESALE CORP NEW COMMO Equities 22160K105 7344 13 SH DFND 13 0 0 COSTCO WHOLESALE CORP NEW COMMO Equities 22160K105 303384 537 SH SOLE 531 0 6 DANAHER CORP COMMON Equities 235851102 324019 1306 SH SOLE 1306 0 0 DELL TECHNOLOGIES INC Equities 24703L202 250796 3640 SH SOLE 3640 0 0 EATON CORP PLC Equities G29183103 314588 1475 SH SOLE 1465 0 10 EXXON MOBIL CORP Equities 30231G102 1352170 11500 SH DFND 11500 0 0 EXXON MOBIL CORP Equities 30231G102 639400 5438 SH SOLE 5438 0 0 FIRST TRUST TWC OPPORTUNISTIC F Equities 33740F805 288077 6850 SH DFND 6850 0 0 GENERAL ELECTRIC CO Equities 369604301 248738 2250 SH DFND 2250 0 0 GENERAL ELECTRIC CO Equities 369604301 292073 2642 SH SOLE 2642 0 0 HUBBELL INC NPV Equities 443510607 791360 2525 SH DFND 2525 0 0 INTEL CORP Equities 458140100 4550 128 SH DFND 128 0 0 INTEL CORP Equities 458140100 844064 23743 SH SOLE 23657 0 86 INTERCONTINENTALEXCHANGE GROUP Equities 45866F104 204860 1859 SH SOLE 1859 0 0 INVESCO AC VAR ETF Equities 46090A879 261370 10478 SH DFND 10478 0 0 INVESCO AC VAR ETF Equities 46090A879 13097661 525070 SH SOLE 521553 0 3517 INVESCO QQQ TRUST SERIES 1 Equities 46090E103 336057 938 SH SOLE 938 0 0 ISHARES AAA-A RATED CORP BOND E Equities 46429B291 716772 15900 SH SOLE 15900 0 0 ISHARES AGENCY BOND ETF Equities 464288166 2437121 23035 SH SOLE 23035 0 0 ISHARES CORE MSCI EMERG MARKTET Equities 46434G103 750209 15764 SH SOLE 15764 0 0 ISHARES CORE S&P 500 ETF Equities 464287200 1628399 3792 SH SOLE 3792 0 0 ISHARES CORE S&P SMALL CAP ETF Equities 464287804 709928 7526 SH DFND 7526 0 0 ISHARES CORE S&P SMALL CAP ETF Equities 464287804 13065554 138509 SH SOLE 138111 0 398 ISHARES CORE U.S. AGGREGATE BO Equities 464287226 648500 6896 SH DFND 6896 0 0 ISHARES CORE U.S. AGGREGATE BO Equities 464287226 39367025 418620 SH SOLE 416266 0 2354 ISHARES GLBL MAT ETF Equities 464288695 497917 6343 SH SOLE 6343 0 0 ISHARES GLOBAL CONSUMER DISCR E Equities 464288745 455655 3109 SH SOLE 3109 0 0 ISHARES GNMA BOND ETF Equities 46429B333 2313776 55380 SH SOLE 55380 0 0 ISHARES MSCI EAFE Equities 464287465 59960 870 SH DFND 870 0 0 ISHARES MSCI EAFE Equities 464287465 943101 13684 SH SOLE 13684 0 0 ISHARES MSCI EMERG Equities 464287234 29335 773 SH DFND 773 0 0 ISHARES MSCI EMERG Equities 464287234 443446 11685 SH SOLE 11685 0 0 ISHARES RUSSELL 1000 VALUE Equities 464287598 568262 3743 SH SOLE 3743 0 0 ISHARES RUSSELL 2000 Equities 464287655 73877 418 SH DFND 418 0 0 ISHARES RUSSELL 2000 Equities 464287655 1586948 8979 SH SOLE 8979 0 0 ISHARES S&P 500 GROWTH ETF Equities 464287309 54736 800 SH DFND 800 0 0 ISHARES S&P 500 GROWTH ETF Equities 464287309 328348 4799 SH SOLE 4799 0 0 ISHARES S&P GLO INDS Equities 464288729 519846 4600 SH SOLE 4600 0 0 ISHARES S&P GLOB TECH SECTOR ID Equities 464287291 514487 8895 SH SOLE 8895 0 0 ISHARES S&P GLOBAL FINANCIALS I Equities 464287333 505089 7170 SH SOLE 7170 0 0 ISHARES SHORT-TERM CORPORATE BD Equities 464288646 190849 3830 SH DFND 3830 0 0 ISHARES SHORT-TERM CORPORATE BD Equities 464288646 166931 3350 SH SOLE 3350 0 0 ISHARES TR MSCI Equities 464288257 1391092 15060 SH SOLE 15060 0 0 ISHARES TR S&P MIDCAP 400 INDEX Equities 464287507 353080 1416 SH SOLE 1416 0 0 ISHS INTL SEL DV ETF Equities 464288448 356133 14021 SH DFND 14021 0 0 ISHS INTL SEL DV ETF Equities 464288448 2833472 111554 SH SOLE 105155 0 6399 JOHNSON & JOHNSON Equities 478160104 940419 6038 SH DFND 6038 0 0 JOHNSON & JOHNSON Equities 478160104 650568 4177 SH SOLE 4162 0 15 JP MORGAN INTL BOND OPPORTUNITI Equities 46641Q852 481284 10580 SH DFND 10580 0 0 JP MORGAN INTL BOND OPPORTUNITI Equities 46641Q852 11704122 257290 SH SOLE 255896 0 1394 JP MORGAN ULTRA SHORT INC ETF Equities 46641Q837 206491 4115 SH DFND 4115 0 0 JP MORGAN ULTRA SHORT INC ETF Equities 46641Q837 231330 4610 SH SOLE 4610 0 0 JPMORGAN CHASE & CO Equities 46625H100 10151 70 SH DFND 70 0 0 JPMORGAN CHASE & CO Equities 46625H100 977725 6742 SH SOLE 6728 0 14 JPMORGAN ULTRA-SHORT MUNICIPAL Equities 46641Q654 655547 12994 SH DFND 12994 0 0 JPMORGAN ULTRA-SHORT MUNICIPAL Equities 46641Q654 8579880 170067 SH SOLE 170067 0 0 KROGER CO Equities 501044101 474082 10594 SH SOLE 10594 0 0 LILLY ELI & COMMON Equities 532457108 7520 14 SH DFND 14 0 0 LILLY ELI & COMMON Equities 532457108 849203 1581 SH SOLE 1573 0 8 MASTERCARD CL A Equities 57636Q104 5939 15 SH DFND 15 0 0 MASTERCARD CL A Equities 57636Q104 507953 1283 SH SOLE 1283 0 0 MCDONALDS CORP COMMON Equities 580135101 213123 809 SH SOLE 809 0 0 MERCK & CO INC NEW Equities 58933Y105 625421 6075 SH DFND 6075 0 0 MERCK & CO INC NEW Equities 58933Y105 964642 9370 SH SOLE 9346 0 24 META PLATFORMS INC. Equities 30303M102 8706 29 SH DFND 29 0 0 META PLATFORMS INC. Equities 30303M102 886820 2954 SH SOLE 2928 0 26 MICROSOFT CORP Equities 594918104 61571 195 SH DFND 195 0 0 MICROSOFT CORP Equities 594918104 2364020 7487 SH SOLE 7445 0 42 MOODYS CORP Equities 615369105 272539 862 SH SOLE 862 0 0 NVIDIA CORP Equities 67066G104 7830 18 SH DFND 18 0 0 NVIDIA CORP Equities 67066G104 935663 2151 SH SOLE 2126 0 25 ORACLE CORP Equities 68389X105 105920 1000 SH DFND 1000 0 0 ORACLE CORP Equities 68389X105 317124 2994 SH SOLE 2994 0 0 PAYCHEX COMMON Equities 704326107 5882 51 SH DFND 51 0 0 PAYCHEX COMMON Equities 704326107 223048 1934 SH SOLE 1913 0 21 PEPSICO INC Equities 713448108 366668 2164 SH SOLE 2164 0 0 PFIZER INC Equities 717081103 130690 3940 SH DFND 3940 0 0 PFIZER INC Equities 717081103 228110 6877 SH SOLE 6877 0 0 PHILIP MORRIS INTL INC COMMON Equities 718172109 9258 100 SH DFND 100 0 0 PHILIP MORRIS INTL INC COMMON Equities 718172109 207101 2237 SH SOLE 2237 0 0 PROCTER & GAMBLE CO Equities 742718109 16208109 111121 SH SOLE 111121 0 0 PRUDENTIAL FINL INC Equities 744320102 6547 69 SH DFND 69 0 0 PRUDENTIAL FINL INC Equities 744320102 255159 2689 SH SOLE 2665 0 24 RAYTHEON TECHNOLOGIES CORP Equities 75513E101 335956 4668 SH DFND 4668 0 0 RAYTHEON TECHNOLOGIES CORP Equities 75513E101 71322 991 SH SOLE 991 0 0 S&P GLOBAL INC COM Equities 78409V104 438492 1200 SH DFND 1200 0 0 S&P GLOBAL INC COM Equities 78409V104 183070 501 SH SOLE 501 0 0 SALESFORCE INC Equities 79466L302 6489 32 SH DFND 32 0 0 SALESFORCE INC Equities 79466L302 498028 2456 SH SOLE 2439 0 17 SCHWAB STRATEGIC TR Equities 808524706 250700 10472 SH SOLE 10472 0 0 SCHWAB STRATEGIC TR Equities 808524805 455845 13423 SH SOLE 13423 0 0 SPDR BARCLAYS BLOOMBERG ST BD E Equities 78464A474 135458 4620 SH DFND 4620 0 0 SPDR BARCLAYS BLOOMBERG ST BD E Equities 78464A474 199933 6819 SH SOLE 6819 0 0 SPDR BARCLAYS SHORT TERM HIGHI Equities 78468R408 203899 8336 SH DFND 8336 0 0 SPDR BARCLAYS SHORT TERM HIGHI Equities 78468R408 1983021 81072 SH SOLE 78066 0 3006 SPDR GOLD TR GOLD SHS Equities 78463V107 85725 500 SH DFND 500 0 0 SPDR GOLD TR GOLD SHS Equities 78463V107 171964 1003 SH SOLE 1003 0 0 SPDR S&P 500 ETF TR TR UNIT Equities 78462F103 486900 1139 SH DFND 1139 0 0 SPDR S&P 500 ETF TR TR UNIT Equities 78462F103 15963813 37344 SH SOLE 37344 0 0 SPDR S&P MIDCAP 400 ETF TR Equities 78467Y107 73062 160 SH DFND 160 0 0 SPDR S&P MIDCAP 400 ETF TR Equities 78467Y107 1488646 3260 SH SOLE 3245 0 15 SPDR SER TR NUVEEN BLOOMBERG BA Equities 78468R739 2331379 50430 SH SOLE 50430 0 0 TARGET CORP Equities 87612E106 555835 5027 SH SOLE 5027 0 0 TECH SELECT SEC SPDR Equities 81369Y803 40983 250 SH DFND 250 0 0 TECH SELECT SEC SPDR Equities 81369Y803 872599 5323 SH SOLE 5323 0 0 TESLA MTRS INC Equities 88160R101 7006 28 SH DFND 28 0 0 TESLA MTRS INC Equities 88160R101 646068 2582 SH SOLE 2555 0 27 THE HOME DEPOT INC Equities 437076102 8763 29 SH DFND 29 0 0 THE HOME DEPOT INC Equities 437076102 567759 1879 SH SOLE 1871 0 8 THERMO FISHER SCIENTIFIC INC CO Equities 883556102 5062 10 SH DFND 10 0 0 THERMO FISHER SCIENTIFIC INC CO Equities 883556102 328504 649 SH SOLE 644 0 5 UNION PACIFIC CORP Equities 907818108 977424 4800 SH DFND 4800 0 0 UNION PACIFIC CORP Equities 907818108 148650 730 SH SOLE 730 0 0 UNITEDHEALTH GROUP INC Equities 91324P102 8571 17 SH DFND 17 0 0 UNITEDHEALTH GROUP INC Equities 91324P102 726538 1441 SH SOLE 1436 0 5 VANGUARD FTSE EMERGING MARKETS Equities 922042858 306269 7811 SH DFND 7811 0 0 VANGUARD FTSE EMERGING MARKETS Equities 922042858 9525834 242944 SH SOLE 242432 0 512 VANGUARD IND FD MID-CAP ETF Equities 922908629 301740 1449 SH SOLE 1449 0 0 VANGUARD INDEX FUNDS VANGUARD E Equities 922908652 30673 214 SH DFND 214 0 0 VANGUARD INDEX FUNDS VANGUARD E Equities 922908652 850090 5931 SH SOLE 5931 0 0 VANGUARD LARGE-CAP ETF Equities 922908637 1816003 9280 SH DFND 9280 0 0 VANGUARD LARGE-CAP ETF Equities 922908637 25694097 131300 SH SOLE 131300 0 0 VANGUARD MUN BD FD INC TAX EXEM Equities 922907746 2133043 44346 SH DFND 44346 0 0 VANGUARD MUN BD FD INC TAX EXEM Equities 922907746 27469189 571085 SH SOLE 571085 0 0 VANGUARD STAR FUNDS VANGUARD TO Equities 921909768 1586119 29636 SH DFND 29636 0 0 VANGUARD STAR FUNDS VANGUARD TO Equities 921909768 52805187 986644 SH SOLE 986644 0 0 VERIZON COMMUNICATIONS INC COMM Equities 92343V104 202757 6256 SH SOLE 6256 0 0 VISA COMMON CL A Equities 92826C839 11040 48 SH DFND 48 0 0 VISA COMMON CL A Equities 92826C839 702451 3054 SH SOLE 3032 0 22 WAL-MART STORES COMMON Equities 931142103 258447 1616 SH SOLE 1616 0 0 WELLS FARGO & CO Equities 949746101 255702 6258 SH SOLE 6258 0 0