J.W. COLE ADVISORS, INC.

Position in SLF — Sun Life Financial Inc

CIK 1404763 TAMPA, FL

Position in SLF

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$266,549

+$54,574 QoQ

Shares Held

3,399

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#335

of 492 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $56,747,798 across 5 Insurance - Diversified names. SLF ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	110,601	$55,343,634
2	ACGL	Arch Capital Group Ltd.	6,268	$608,372
3	AEG	Aegon Ltd.	33,345	$281,431
4	SLF	Sun Life Financial Inc This page	3,399	$266,549
5	HIG	Hartford Insurance Group, Inc.	1,870	$247,812

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,549	3,399	+6.6%	Shares	Sole	2026-07-21
2025-06-30	$211,975	3,190	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.