Position in SLF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$72,773
+$15,469 QoQ
Shares Held
928
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#406
of 492 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $54,617,526 across 6 Insurance - Diversified names. SLF ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
103,121 | $51,600,717 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
28,189 | $2,736,024 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,309 | $173,468 | |
| 4 | SLF |
Sun Life Financial Inc
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|
928 | $72,773 | |
| 5 | AIG |
American International Group, Inc.
|
413 | $30,780 | |
| 6 | AEG |
Aegon Ltd.
|
446 | $3,764 |
All Filings in SLF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,773 | 928 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $57,304 | 916 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $61,526 | 986 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $59,489 | 991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $65,851 | 991 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $56,458 | 986 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $61,238 | 1,032 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,255 | 194 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,495 | 153 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,641 | 140 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,208 | 139 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,783 | 139 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,713 | 148 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,678 | 143 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,220 | 134 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,850 | 122 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,214 | 92 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,532 | 117 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,004 | 36 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||