Lester Murray Antman dba SimplyRich
Position in SLF — Sun Life Financial Inc
CIK 1725888
CARLSBAD, CA
Position in SLF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$824,200
+$167,008 QoQ
Shares Held
12,427
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#226
of 492 holders
Holding Since
Dec 2022
15 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, 2026Lester Murray Antman dba SimplyRich holds $6,430,837 across 3 Insurance - Diversified names. SLF ranks #2 (12.8% of the industry book) .
All Filings in SLF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,200 | 12,427 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $657,192 | 10,505 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $655,512 | 10,505 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $482,160 | 8,032 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $529,340 | 7,966 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $441,703 | 7,714 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $457,748 | 7,714 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $444,375 | 7,659 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $219,181 | 4,474 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $244,190 | 4,474 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $232,021 | 4,474 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $218,672 | 4,481 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $233,549 | 4,481 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $209,262 | 4,481 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $211,071 | 4,547 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||