Westside Investment Management, Inc.
Position in SLF — Sun Life Financial Inc
CIK 1538383
SANTA MONICA, CA
Position in SLF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$62,814
+$12,705 QoQ
Shares Held
801
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#410
of 492 holders
Holding Since
Mar 2020
26 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, 2026Westside Investment Management, Inc. holds $2,185,739 across 4 Insurance - Diversified names. SLF ranks #3 (2.9% of the industry book) .
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,814 | 801 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $50,109 | 801 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $49,982 | 801 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $48,083 | 801 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,407 | 578 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,327 | 355 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,065 | 355 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,597 | 355 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $17,391 | 355 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $19,375 | 355 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $18,410 | 355 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $17,324 | 355 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $18,502 | 355 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $16,578 | 355 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $16,479 | 355 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,114 | 355 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,262 | 355 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,819 | 355 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $19,769 | 355 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $18,264 | 355 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $18,296 | 355 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $17,945 | 355 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $15,783 | 355 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $14,459 | 355 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $57,146 | 1,555 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $11,391 | 355 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||