OneDigital Investment Advisors LLC
Position in SLF — Sun Life Financial Inc
CIK 1690370
OVERLAND PARK, KS
Position in SLF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$257,844
+$56,324 QoQ
Shares Held
3,288
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 492 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $34,255,182 across 4 Insurance - Diversified names. SLF ranks #4 (0.8% of the industry book) .
All Filings in SLF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,844 | 3,288 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $201,520 | 3,357 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $206,725 | 3,111 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||