Intrust Bank NA
INTRUST Bank, N.A. is a privately held, family-led financial institution headquartered in Wichita, Kansas. Founded in 1876, it operates as a subsidiary of INTRUST Financial Corporation. The bank provides personal banking, business financial resources, employer retirement services, and wealth management. With 45 branches and over 500 employees, INTRUST Bank is known for its commitment to honesty, respect, compassion, and long-term community stewardship. CEO Charlie Chandler and President Sam Chandler continue the tradition of generational leadership that has guided the firm for five generations. INTRUST serves individual and business clients primarily in Kansas and Oklahoma.
Investment Strategy
INTRUST Bank’s investment approach emphasizes informed, objective selection of investments matched to client goals and demographics. As a fiduciary, INTRUST can serve as either a 3(38) investment manager with full discretion or as a 3(21) investment advisor. The bank prioritizes impartial decisions for participants, avoids proprietary products to minimize conflicts of interest, and provides continual monitoring and guidance for both employer retirement plans and wealth management clients. The focus is on long-term stewardship, responsible growth, community development, and delivering solutions aligned with clients’ best interests.
Top Holdings
Equity Positions (400)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.29% | $183.8M | 323,638 | $363.40 | $568.03 | +$24.3M |
I IEFA | ISHARES TR | 5.80% | $65.4M | 783,784 | $63.15 | $83.48 | +$4.1M |
I IJH | ISHARES TR | 3.56% | $40.2M | 647,999 | $53.21 | $62.02 | +$1.4M |
M MSFT | MICROSOFT CORP | 3.22% | $36.4M | 73,115 | $95.13 | $497.41 | +$9.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.96% | $33.4M | 585,493 | $42.33 | $57.01 | +$2.6M |