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Asset Dedication, LLC

Position in SLF — Sun Life Financial Inc

CIK 1475896 SAN FRANCISCO, CA

Position in SLF

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$36,230
-$13,004 QoQ
Shares Held
462
-41.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 492 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $4,991,048 across 5 Insurance - Diversified names. SLF ranks #4 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SLF
Sun Life Financial Inc
This page
462 $36,230

All Filings in SLF

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,230 462
2026-03-31 $49,234 787
2025-12-31 $49,108 787
2025-09-30 $47,243 787
2025-06-30 $52,296 787
2025-03-31 $45,063 787
2024-12-31 $46,700 787
2024-09-30 $45,661 787
2024-06-30 $38,555 787
2024-03-31 $42,954 787
2023-12-31 $57,668 1,112
2023-09-30 $54,265 1,112
2023-06-30 $57,957 1,112
2023-03-31 $36,752 787
2022-12-31 $36,532 787
2022-09-30 $31,291 787
2022-03-31 $43,938 787
2021-12-31 $43,828 787
2021-09-30 $40,491 787
2021-06-30 $23,811 462