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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
IXNIshares S&p Glob Tech Sector Id
Recent Activity
Decreased -61.49%
0.09%
$290,269
3,425 shares@ $84.76 avg price
VGITVanguard Intm-term Govt Bond Fu
Recent Activity
Decreased -1.46%
0.07%
$234,784
4,048 shares@ $58.0 avg price
JPSTJp Morgan Ultra Short Inc Etf
Recent Activity
Decreased -46.73%
0.06%
$207,273
4,115 shares@ $50.38 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Decreased -48.95%
0.06%
$203,466
2,004 shares@ $101.53 avg price