GRIMES & Co WEALTH MANAGEMENT, LLC
Position in SLF — Sun Life Financial Inc
CIK 1321993
WESTBOROUGH, MA
Position in SLF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$327,402
+$42,317 QoQ
Shares Held
4,175
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#317
of 492 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $14,486,901 across 4 Insurance - Diversified names. SLF ranks #3 (2.3% of the industry book) .
All Filings in SLF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,402 | 4,175 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $285,085 | 4,557 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $258,086 | 4,136 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $246,483 | 4,106 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $270,850 | 4,076 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $230,757 | 4,030 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $204,129 | 3,440 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||