EP Wealth Advisors, LLC

Position in SLF — Sun Life Financial Inc

CIK 1540569 TORRANCE, CA

Position in SLF

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$542,587

+$247,930 QoQ

Shares Held

6,919

+46.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#259

of 492 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $164,204,204 across 5 Insurance - Diversified names. SLF ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	255,992	$160,274,870
2	HIG	Hartford Insurance Group, Inc.	17,253	$2,286,367
3	AIG	American International Group, Inc.	12,613	$940,046
4	SLF	Sun Life Financial Inc This page	6,919	$542,587
5	AEG	Aegon Ltd.	18,997	$160,334

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,587	6,919	+46.9%	Shares	Sole	2026-08-12
2026-03-31	$294,657	4,710	+9.7%	Shares	Sole	2026-05-14
2025-12-31	$267,883	4,293	+4.1%	Shares	Sole	2026-02-18
2025-06-30	$273,906	4,122	-9.9%	Shares	Sole	2025-08-14
2024-09-30	$265,499	4,576	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.