FINANCIAL CONSULATE, INC

Position in SLF — Sun Life Financial Inc

CIK 1624510 HUNT VALLEY, MD

Position in SLF

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,430

+$1,676 QoQ

Shares Held

+7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#466

of 492 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $1,126,671 across 5 Insurance - Diversified names. SLF ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,216	$1,108,864
2	AEG	Aegon Ltd.	995	$8,397
3	SLF	Sun Life Financial Inc This page	82	$6,430
4	AIG	American International Group, Inc.	24	$1,788
5	HIG	Hartford Insurance Group, Inc.	9	$1,192

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,430	82	+7.9%	Shares	Sole	2026-07-23
2026-03-31	$4,754	76	-93.7%	Shares	Sole	2026-04-21
2025-12-31	$74,880	1,200	0.0%	Shares	Sole	2026-01-22
2025-09-30	$72,036	1,200	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.