BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in SLF — Sun Life Financial Inc

CIK 1654599 MORRISTOWN, NJ

Position in SLF

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$82,341

+$16,653 QoQ

Shares Held

1,050

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#400

of 492 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $4,024,865 across 5 Insurance - Diversified names. SLF ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	6,568	$3,286,561
2	ACGL	Arch Capital Group Ltd.	3,644	$353,686
3	AIG	American International Group, Inc.	4,038	$300,952
4	SLF	Sun Life Financial Inc This page	1,050	$82,341
5	HIG	Hartford Insurance Group, Inc.	10	$1,325

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,341	1,050	0.0%	Shares	Sole	2026-07-08
2026-03-31	$65,688	1,050	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.