SUNFLOWER BANK N A
Q2 2026 Form 13-F
DALLAS, TEXAS
CIK 0001818759
· Institutional investment manager
Holdings reported by
FIRST FOUNDATION ADVISORS since Q2 2026
$418.3M Reported Value Total
Reported value
$418.3M
Quarter over quarter
+10.5%
Holdings
159
Top-10 concentration
65.8%
Filing Structure
Holdings reported by
- FIRST FOUNDATION ADVISORS · since Q2 2026 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Beth Spachek
VP Trust Services Manager
Filing Navigation
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 13, 2026 |
| Form | 13F-HR |
| Reported value | $418.3M |
| Positions | 159 |
| Change in reported value | +6.6% |
| New positions | 13 |
| Exited positions | 9 |
| Position turnover | 13.1% |
| Top-10 concentration | 65.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 13, 2026
|
159 | $418.3M |
|
Q1 2026 13F
Filed Apr 10, 2026
|
155 | $392.4M |
|
Q4 2025 13F
Filed Jan 9, 2026
|
154 | $396.9M |
|
Q3 2025 13F
Filed Oct 10, 2025
|
148 | $411.1M |
|
Q2 2025 13F
Filed Jul 10, 2025
|
137 | $395.4M |
|
Q1 2025 13F
Filed Apr 14, 2025
|
128 | $356.7M |
|
Q4 2024 13F
Filed Jan 13, 2025
|
127 | $359.8M |
|
Q3 2024 13F
Filed Oct 11, 2024
|
131 | $364.8M |
|
Q2 2024 13F
Filed Jul 10, 2024
|
122 | $423.6M |
|
Q1 2024 13F
Filed Apr 10, 2024
|
122 | $444.4M |
|
Q4 2023 13F
Filed Jan 12, 2024
|
117 | $439.5M |
|
Q3 2023 13F
Filed Oct 16, 2023
|
108 | $414.7M |
|
Q2 2023 13F
Filed Jul 13, 2023
|
108 | $430.1M |
|
Q1 2023 13F
Filed Apr 27, 2023
|
109 | $442.3M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
111 | $459.4M |
|
Q3 2022 13F
Filed Oct 28, 2022
|
116 | $440.9M |
|
Q2 2022 13F
Filed Sep 13, 2022
|
150 | $505.9M |
|
Q1 2022 13F
Filed Sep 13, 2022
|
202 | $736.3M |
|
Q4 2021 13F
Filed Sep 13, 2022
|
202 | $740.6M |
|
Q3 2021 13F
Filed Sep 12, 2022
|
200 | $708.7M |
5 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VV VANGUARD LARGE-CAP ETF | $63.8M | 15.26% |
| 2 | PYLD PIMCO TRUST MULTISECTOR BOND ET | $45.1M | 10.79% |
| 3 | VTEB VANGUARD MUN BD FD INC TAX EXEM | $42.5M | 10.16% |
| 4 | VXUS VANGUARD STAR FUNDS VANGUARD TO | $30.3M | 7.23% |
| 5 | AGG ISHARES CORE U.S. AGGREGATE BO | $24.7M | 5.91% |
| 6 | IJR ISHARES CORE S&P SMALL CAP ETF | $19.4M | 4.64% |
| 7 | EMR EMERSON ELECTRIC CO | $14.8M | 3.54% |
| 8 | VGK VANGUARD INTL EQUITY INDEX FUND | $14.4M | 3.45% |
| 9 | SPY SPDR S&P 500 ETF TR TR UNIT | $10.1M | 2.41% |
| 10 | EVSM EATON VANCE SHORT DURATION MUNI | $9.9M | 2.37% |
| 11 | VWO VANGUARD FTSE EMERGING MARKETS | $7.2M | 1.72% |
| 12 | INTC INTEL CORP | $4.0M | 0.96% |
| 13 | AAPL APPLE INC COMMON | $3.6M | 0.85% |
| 14 | GOOG ALPHABET INC CAP STK CLASS C | $3.4M | 0.82% |
| 15 | ABBV ABBVIE INC | $3.3M | 0.79% |
| 16 | XOM EXXON MOBIL CORP | $3.1M | 0.74% |
| 17 | NVDA NVIDIA CORP | $3.0M | 0.71% |
| 18 | AMAT APPLIED MATERIALS INC | $2.9M | 0.7% |
| 19 | AVGO BROADCOM INC | $2.8M | 0.67% |
| 20 | IVV ISHARES CORE S&P 500 ETF | $2.8M | 0.66% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.