Financial Management Professionals, Inc.

Position in SLF — Sun Life Financial Inc

CIK 1568132 AUSTIN, TX

Position in SLF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$12,860

+$3,852 QoQ

Shares Held

164

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#454

of 492 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Management Professionals, Inc. holds $1,349,898 across 5 Insurance - Diversified names. SLF ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,906	$953,743
2	AIG	American International Group, Inc.	4,882	$363,855
3	HIG	Hartford Insurance Group, Inc.	124	$16,432
4	SLF	Sun Life Financial Inc This page	164	$12,860
5	ACGL	Arch Capital Group Ltd.	31	$3,008

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,860	164	+13.9%	Shares	Sole	2026-07-09
2026-03-31	$9,008	144	0.0%	Shares	Sole	2026-04-15
2025-12-31	$8,985	144	+5.9%	Shares	Sole	2026-01-27
2025-09-30	$8,164	136	0.0%	Shares	Sole	2025-10-15
2025-06-30	$9,037	136	+806.7%	Shares	Sole	2025-07-15
2025-03-31	$858	15	-96.4%	Shares	Sole	2025-04-10
2023-03-31	$19,614	420	-81.5%	Shares	Sole	2023-04-13
2022-06-30	$103,805	2,266	+16.4%	Shares	Sole	2022-07-12
2022-03-31	$108,701	1,947	+32.7%	Shares	Sole	2022-04-27
2021-12-31	$81,697	1,467	+2.9%	Shares	Sole	2022-01-28
2021-09-30	$73,367	1,426	+1.6%	Shares	Sole	2021-11-02
2021-06-30	$72,310	1,403	+1.7%	Shares	Sole	2021-08-05
2021-03-31	$69,759	1,380	+5.5%	Shares	Sole	2021-04-26
2020-12-31	$58,153	1,308	+4.7%	Shares	Sole	2021-02-03
2020-09-30	$50,871	1,249	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.