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
VVVanguard Large-cap Etf
Recent Activity
Increased 6.21%
14.03%
$50.449M
187,055 shares@ $269.7 avg price
AGGIshares Core U.s. Aggregate Bo
Recent Activity
Increased 7.16%
13.85%
$49.81M
514,036 shares@ $96.9 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 8.5%
7.79%
$27.999M
243,005 shares@ $115.22 avg price
PGProcter & Gamble Co
Recent Activity
Increased 0.36%
5.11%
$18.373M
109,594 shares@ $167.65 avg price
VRIGInvesco Ac Var Etf
Recent Activity
Increased 2.61%
3.7%
$13.278M
528,671 shares@ $25.12 avg price
JMSTJpmorgan Ultra-short Municipal
Recent Activity
Increased 2.36%
2.7%
$9.697M
191,229 shares@ $50.72 avg price
VWOVanguard Ftse Emerging Markets
Recent Activity
Increased 1.39%
1.7%
$6.103M
138,574 shares@ $44.05 avg price
AAPLApple Inc Common
Recent Activity
Increased 2%
0.97%
$3.489M
13,933 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.81%
0.87%
$3.117M
7,394 shares@ $421.51 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.99%
0.76%
$2.709M
25,179 shares@ $107.57 avg price