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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in SLF — Sun Life Financial Inc

CIK 1631073 WASHINGTON, DC
Back to SLF Full portfolio

Position in SLF

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,215
+$1,651 QoQ
Shares Held
41
+64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#473
of 492 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $978,296 across 5 Insurance - Diversified names. SLF ranks #5 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRK-B
Berkshire Hathaway Inc
 1,899 $950,240
2 HIG
Hartford Insurance Group, Inc.
 71 $9,408
3 ACGL
Arch Capital Group Ltd.
 83 $8,055
4 AIG
American International Group, Inc.
 99 $7,378
5 SLF
Sun Life Financial Inc
This page 		41 $3,215

All Filings in SLF

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,215 41
2026-03-31 $1,564 25
2025-12-31 $1,560 25
2025-09-30 $1,500 25
2025-06-30 $1,661 25
2025-03-31 $1,431 25
2024-12-31 $1,483 25
2024-09-30 $1,450 25
2024-06-30 $1,224 25
2024-03-31 $1,364 25
2023-12-31 $1,296 25
2023-09-30 $1,220 25
2023-06-30 $1,303 25
2023-03-31 $1,167 25
2022-12-31 $1,160 25
2022-09-30 $994 25
2022-06-30 $1,145 25
2022-03-31 $1,395 25
2021-12-31 $1,392 25
2021-09-30 $1,286 25
2021-06-30 $1,288 25
2021-03-31 $1,263 25

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