Wealthspire Advisors, LLC

Position in SLF — Sun Life Financial Inc

CIK 1646247 NEW YORK, NY

Position in SLF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$215,262

-$32,216 QoQ

Shares Held

2,745

-30.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#361

of 492 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $57,058,590 across 5 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	83,614	$55,309,902
2	ACGL	Arch Capital Group Ltd.	8,130	$789,097
3	AIG	American International Group, Inc.	6,726	$501,288
4	HIG	Hartford Insurance Group, Inc.	1,834	$243,041
5	SLF	Sun Life Financial Inc This page	2,745	$215,262

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,262	2,745	-30.8%	Shares	Sole	2026-08-11
2025-12-31	$247,478	3,966	+40.5%	Shares	Sole	2026-02-13
2025-09-30	$169,464	2,823	-9.6%	Shares	Sole	2025-11-14
2025-06-30	$207,589	3,124	-42.8%	Shares	Sole	2025-08-11
2023-09-30	$266,496	5,461	-4.3%	Shares	Sole	2023-11-06
2023-06-30	$297,292	5,704	-9.0%	Shares	Sole	2023-08-01
2023-03-31	$292,809	6,270	+27.1%	Shares	Sole	2023-05-09
2022-12-31	$229,082	4,935	+24.9%	Shares	Sole	2023-02-14
2021-12-31	$220,086	3,952	-16.5%	Shares	Sole	2022-02-14
2021-03-31	$239,152	4,731	+0.6%	Shares	Sole	2021-05-17
2020-12-31	$209,139	4,704	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.