test

Jocelyn Raffaelle

@Sunflower Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$359.796MTotal holdings127
Assets growth rate-1.38%Assets growth rate (2-Q avg)-7.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunflower Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Sunflower Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 359.796M in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of -7.62%. The portfolio is managed by Jocelyn Raffaelle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTEBVanguard Mun Bd Fd Inc Tax Exem
Recent Activity
Decreased -1.78%
11.32%
$40.699M
811,864 shares@ $50.13 avg price
VXUSVanguard Star Funds Vanguard To
Recent Activity
Decreased -1%
9.81%
$35.275M
598,593 shares@ $58.94 avg price
SPYSpdr S&p 500 Etf Tr Tr Unit
Recent Activity
Decreased -28.35%
3.84%
$13.809M
23,561 shares@ $586.09 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.48%
0.68%
$2.427M
13,657 shares@ $177.71 avg price
SJNKSpdr Barclays Short Term High Y
Recent Activity
Decreased -2.7%
0.56%
$1.986M
78,666 shares@ $25.26 avg price
IWMIshares Russell 2000
Recent Activity
Decreased -7.27%
0.48%
$1.703M
7,709 shares@ $220.96 avg price
JPIBJp Morgan Intl Bond Opportuniti
Recent Activity
Decreased -28.95%
0.47%
$1.684M
35,630 shares@ $47.27 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -14.93%
0.4%
$1.425M
2,501 shares@ $569.59 avg price
IDVIshs Intl Sel Dv Etf
Recent Activity
Decreased -1.72%
0.34%
$1.2M
43,844 shares@ $27.39 avg price
EFAIshares Msci Eafe
Recent Activity
Decreased -5.2%
0.28%
$997,750
13,196 shares@ $75.62 avg price