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Financial Gravity Companies, Inc.

Position in SLF — Sun Life Financial Inc

CIK 1377167 Lakeway, TX

Position in SLF

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$24,859
-$39,132 QoQ
Shares Held
317
-67.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 492 holders
Holding Since
Sep 2024
4 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, 2026

Financial Gravity Companies, Inc. holds $4,652,523 across 5 Insurance - Diversified names. SLF ranks #3 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SLF
Sun Life Financial Inc
This page
317 $24,859

All Filings in SLF

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,859 317
2025-06-30 $63,991 963
2024-12-31 $57,144 963
2024-09-30 $55,873 963