PRIVATE TRUST CO NA

Bank

Position in SLF — Sun Life Financial Inc

CIK 1277557 CLEVELAND, OH

Position in SLF

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$31,092

+$80 QoQ

Shares Held

497

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

PRIVATE TRUST CO NA holds $6,780,852 across 6 Insurance - Diversified names. SLF ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	12,781	$6,124,655
2	AIG	American International Group, Inc.	3,852	$289,863
3	HIG	Hartford Insurance Group, Inc.	1,957	$264,645
4	ACGL	Arch Capital Group Ltd.	729	$69,976
5	SLF	Sun Life Financial Inc This page	497	$31,092
6	BNT	Brookfield Wealth Solutions Ltd.	15	$621

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,092	497	0.0%	Shares	Defined	2026-04-30
2025-12-31	$31,012	497	0.0%	Shares	Defined	2026-01-26
2025-09-30	$29,834	497	+15.9%	Shares	Defined	2025-10-15
2025-06-30	$28,507	429	+130.6%	Shares	Defined	2025-07-29
2025-03-31	$10,650	186	0.0%	Shares	Defined	2025-04-28
2024-12-31	$11,037	186	+0.5%	Shares	Defined	2025-02-05
2024-09-30	$10,733	185	+0.5%	Shares	Defined	2024-11-13
2024-06-30	$9,014	184	+1.1%	Shares	Defined	2024-07-23
2024-03-31	$9,933	182	+0.6%	Shares	Defined	2024-04-24
2023-12-31	$9,386	181	+1.1%	Shares	Defined	2024-01-24
2023-09-30	$8,735	179	+0.6%	Shares	Defined	2023-10-18
2023-06-30	$9,277	178	+1.1%	Shares	Defined	2023-07-28
2023-03-31	$8,219	176	+0.6%	Shares	Defined	2023-04-12
2022-12-31	$8,123	175	+1.2%	Shares	Defined	2023-01-18
2022-09-30	$6,878	173	-48.4%	Shares	Defined	2022-10-17
2022-06-30	$15,346	335	—	Shares	Defined	2022-09-16
No filing history on record for this holder in this stock.